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 | $38,613 | $78,926-51.1% | $136,749-71.8% | $84,808-54.5% |
| Participation rate | 98.5% | 62.2%+36.3pp | 72.1%+26.3pp | 68.3%+30.2pp |
| Annual return | 13.16% | 18.17%-5.0pp | 24.33%-11.2pp | 40.90%-27.7pp |
| Employer contribution / active EE | $379 | $2,134-82.3% | $3,400-88.9% | $2,631-85.6% |
| Participant deferral / active EE | $0 | $3,168-100.0% | $4,692-100.0% | $4,212-100.0% |
| Admin fee / account holder | $2,551 | $6,369-59.9% | $11,386-77.6% | $7,344-65.3% |