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 | $15,578 | $85,022-81.7% | $70,515-77.9% | $139,434-88.8% |
| Participation rate | 71.4% | 73.9%-2.5pp | 68.3%+3.1pp | 80.3%-8.9pp |
| Annual return | 12.52% | 30.38%-17.9pp | 32.77%-20.3pp | 372.94%-360.4pp |
| Employer contribution / active EE | $458 | $3,909-88.3% | $2,973-84.6% | $4,751-90.4% |
| Participant deferral / active EE | $2,619 | $5,890-55.5% | $4,567-42.7% | $6,710-61.0% |
| Admin fee / account holder | $354 | $8,906-96.0% | $6,412-94.5% | $11,403-96.9% |