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 | $46,797 | $53,127-11.9% | $86,590-46.0% | $70,131-33.3% |
| Participation rate | 70.6% | 65.3%+5.3pp | 73.5%-3.0pp | 69.5%+1.0pp |
| Annual return | 12.76% | 27.66%-14.9pp | 964.84%-952.1pp | 73.14%-60.4pp |
| Employer contribution / active EE | $189 | $2,068-90.8% | $2,839-93.3% | $2,342-91.9% |
| Participant deferral / active EE | $906 | $2,696-66.4% | $3,609-74.9% | $3,332-72.8% |
| Admin fee / account holder | $1,168 | $3,585-67.4% | $4,906-76.2% | $4,645-74.8% |