See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,787 | $61,774-63.1% | $97,226-76.6% | $80,856-71.8% |
| Participation rate | 82.8% | 63.5%+19.3pp | 72.7%+10.1pp | 67.6%+15.2pp |
| Annual return | 12.58% | -557.90%+570.5pp | 75.13%-62.6pp | 35.59%-23.0pp |
| Employer contribution / active EE | $333 | $1,837-81.9% | $2,729-87.8% | $2,755-87.9% |
| Participant deferral / active EE | $1,877 | $3,029-38.0% | $4,264-56.0% | $4,296-56.3% |
| Admin fee / account holder | $930 | $5,166-82.0% | $5,654-83.6% | $6,918-86.6% |