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 | $53,174 | $51,175+3.9% | $70,515-24.6% | $75,163-29.3% |
| Participation rate | 100.0% | 60.9%+39.1pp | 68.3%+31.7pp | 67.2%+32.8pp |
| Annual return | 22.23% | 30.02%-7.8pp | 32.77%-10.5pp | 160.62%-138.4pp |
| Employer contribution / active EE | $240 | $1,826-86.9% | $2,973-91.9% | $2,670-91.0% |
| Participant deferral / active EE | $3,136 | $2,849+10.1% | $4,567-31.3% | $4,125-24.0% |
| Admin fee / account holder | $687 | $4,091-83.2% | $6,412-89.3% | $5,651-87.8% |