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 | $32,865 | $83,477-60.6% | $125,175-73.7% | $72,985-55.0% |
| Participation rate | 89.5% | 73.3%+16.2pp | 79.8%+9.7pp | 69.5%+20.0pp |
| Annual return | 20.42% | 25.78%-5.4pp | 43.79%-23.4pp | 81.00%-60.6pp |
| Employer contribution / active EE | $184 | $2,345-92.1% | $3,865-95.2% | $2,440-92.4% |
| Participant deferral / active EE | $2,982 | $3,585-16.8% | $4,937-39.6% | $3,607-17.3% |
| Admin fee / account holder | $4,945 | $5,517-10.4% | $9,702-49.0% | $5,124-3.5% |