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 | $41,593 | $88,707-53.1% | $74,183-43.9% | $273,961-84.8% |
| Participation rate | 90.0% | 79.4%+10.6pp | 76.6%+13.4pp | 83.0%+7.0pp |
| Annual return | 7.48% | 11.94%-4.5pp | 17.74%-10.3pp | 41.45%-34.0pp |
| Employer contribution / active EE | $292 | $3,159-90.7% | $2,370-87.7% | $4,869-94.0% |
| Participant deferral / active EE | $1,474 | $4,212-65.0% | $3,550-58.5% | $5,287-72.1% |
| Admin fee / account holder | $1,398 | $8,717-84.0% | $5,586-75.0% | $10,132-86.2% |