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 | $39,358 | $109,359-64.0% | $162,163-75.7% | $72,985-46.1% |
| Participation rate | 87.2% | 84.3%+2.9pp | 87.6%-0.4pp | 69.5%+17.7pp |
| Annual return | 22.10% | 25.46%-3.4pp | 115.59%-93.5pp | 81.00%-58.9pp |
| Employer contribution / active EE | $487 | $3,907-87.5% | $5,614-91.3% | $2,440-80.0% |
| Participant deferral / active EE | $2,869 | $5,481-47.7% | $7,298-60.7% | $3,607-20.5% |
| Admin fee / account holder | $2,384 | $7,972-70.1% | $10,843-78.0% | $5,124-53.5% |