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 | $26,506 | $76,367-65.3% | $93,606-71.7% | $72,985-63.7% |
| Participation rate | 82.8% | 71.7%+11.0pp | 75.8%+6.9pp | 69.5%+13.3pp |
| Annual return | 21.98% | 25.82%-3.8pp | 32.76%-10.8pp | 81.00%-59.0pp |
| Employer contribution / active EE | $306 | $2,275-86.5% | $2,718-88.7% | $2,440-87.4% |
| Participant deferral / active EE | $11,308 | $3,538+219.6% | $4,069+177.9% | $3,607+213.5% |
| Admin fee / account holder | $4,371 | $6,838-36.1% | $7,888-44.6% | $5,124-14.7% |