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 | $52,740 | $64,348-18.0% | $90,160-41.5% | $70,131-24.8% |
| Participation rate | 81.5% | 70.4%+11.0pp | 76.9%+4.6pp | 69.5%+11.9pp |
| Annual return | 15.70% | 28.13%-12.4pp | 34.88%-19.2pp | 73.14%-57.4pp |
| Employer contribution / active EE | $243 | $2,046-88.1% | $3,318-92.7% | $2,342-89.6% |
| Participant deferral / active EE | $2,026 | $4,389-53.8% | $5,288-61.7% | $3,332-39.2% |
| Admin fee / account holder | $875 | $3,944-77.8% | $5,943-85.3% | $4,645-81.2% |