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 | $24,632 | $85,766-71.3% | $136,294-81.9% | $70,131-64.9% |
| Participation rate | 82.0% | 74.2%+7.8pp | 81.9%+0.1pp | 69.5%+12.5pp |
| Annual return | 14.82% | 31.45%-16.6pp | 5155.94%-5141.1pp | 73.14%-58.3pp |
| Employer contribution / active EE | $440 | $2,966-85.2% | $4,695-90.6% | $2,342-81.2% |
| Participant deferral / active EE | $2,393 | $5,051-52.6% | $6,247-61.7% | $3,332-28.2% |
| Admin fee / account holder | $998 | $5,420-81.6% | $9,243-89.2% | $4,645-78.5% |