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 3-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 | $11,215 | $112,729-90.1% | $98,716-88.6% | $137,256-91.8% |
| Participation rate | 85.0% | 74.2%+10.8pp | 69.3%+15.7pp | 80.0%+5.0pp |
| Annual return | 16.17% | 38.48%-22.3pp | 31.81%-15.6pp | 220.34%-204.2pp |
| Employer contribution / active EE | $450 | $2,725-83.5% | $2,279-80.2% | $4,156-89.2% |
| Participant deferral / active EE | $2,974 | $4,640-35.9% | $4,048-26.5% | $6,407-53.6% |
| Admin fee / account holder | $2,292 | $10,129-77.4% | $8,703-73.7% | $12,270-81.3% |