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 | $51,694 | $78,705-34.3% | $117,854-56.1% | $70,131-26.3% |
| Participation rate | 70.3% | 73.2%-2.9pp | 79.7%-9.4pp | 69.5%+0.7pp |
| Annual return | 13.15% | 23.30%-10.2pp | 335.08%-321.9pp | 73.14%-60.0pp |
| Employer contribution / active EE | $341 | $2,223-84.7% | $3,786-91.0% | $2,342-85.4% |
| Participant deferral / active EE | $1,535 | $3,297-53.4% | $4,482-65.7% | $3,332-53.9% |
| Admin fee / account holder | $3,074 | $5,065-39.3% | $8,020-61.7% | $4,645-33.8% |