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 | $22,003 | $54,762-59.8% | $90,281-75.6% | $72,985-69.9% |
| Participation rate | 83.9% | 65.1%+18.7pp | 73.3%+10.6pp | 69.5%+14.4pp |
| Annual return | 19.50% | 30.63%-11.1pp | 78.10%-58.6pp | 81.00%-61.5pp |
| Employer contribution / active EE | $199 | $2,092-90.5% | $2,854-93.0% | $2,440-91.8% |
| Participant deferral / active EE | $935 | $2,887-67.6% | $3,885-75.9% | $3,607-74.1% |
| Admin fee / account holder | $1,891 | $3,972-52.4% | $5,351-64.7% | $5,124-63.1% |