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 | $36,818 | $88,707-58.5% | $74,183-50.4% | $273,961-86.6% |
| Participation rate | 81.3% | 79.4%+1.8pp | 76.6%+4.6pp | 83.0%-1.8pp |
| Annual return | 7.83% | 11.94%-4.1pp | 17.74%-9.9pp | 41.45%-33.6pp |
| Employer contribution / active EE | $404 | $3,159-87.2% | $2,370-82.9% | $4,869-91.7% |
| Participant deferral / active EE | $8,225 | $4,212+95.3% | $3,550+131.7% | $5,287+55.6% |
| Admin fee / account holder | $407 | $8,717-95.3% | $5,586-92.7% | $10,132-96.0% |