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 | $59,320 | $211,958-72.0% | $169,463-65.0% | $135,375-56.2% |
| Participation rate | 81.8% | 82.6%-0.8pp | 77.8%+4.0pp | 82.6%-0.8pp |
| Annual return | 13.92% | 3.26%+10.7pp | 1.83%+12.1pp | 519.73%-505.8pp |
| Employer contribution / active EE | $211 | $5,120-95.9% | $4,159-94.9% | $4,779-95.6% |
| Participant deferral / active EE | $2,234 | $6,075-63.2% | $5,277-57.7% | $5,609-60.2% |
| Admin fee / account holder | $5,626 | $11,471-51.0% | $9,109-38.2% | $10,827-48.0% |