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 | $26,039 | $63,764-59.2% | $81,930-68.2% | $79,858-67.4% |
| Participation rate | 95.3% | 67.5%+27.8pp | 72.0%+23.4pp | 69.6%+25.7pp |
| Annual return | 12.73% | 22.66%-9.9pp | 29.49%-16.8pp | 31.71%-19.0pp |
| Employer contribution / active EE | $260 | $1,795-85.5% | $4,310-94.0% | $2,471-89.5% |
| Participant deferral / active EE | $1,450 | $2,780-47.9% | $7,107-79.6% | $3,740-61.2% |
| Admin fee / account holder | $6,372 | $4,426+44.0% | $5,158+23.5% | $5,306+20.1% |