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 | $41,205 | $54,541-24.5% | $78,778-47.7% | $70,131-41.2% |
| Participation rate | 76.3% | 60.8%+15.5pp | 69.2%+7.1pp | 69.5%+6.7pp |
| Annual return | 14.76% | 21.07%-6.3pp | 35.62%-20.9pp | 73.14%-58.4pp |
| Employer contribution / active EE | $169 | $1,089-84.4% | $1,986-91.5% | $2,342-92.8% |
| Participant deferral / active EE | $1,740 | $2,210-21.3% | $2,958-41.2% | $3,332-47.8% |
| Admin fee / account holder | $3,012 | $3,709-18.8% | $5,134-41.3% | $4,645-35.2% |