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 | $27,933 | $65,365-57.3% | $92,893-69.9% | $72,985-61.7% |
| Participation rate | 73.5% | 68.3%+5.2pp | 76.0%-2.5pp | 69.5%+4.0pp |
| Annual return | 17.95% | 42.10%-24.2pp | 109.41%-91.5pp | 81.00%-63.1pp |
| Employer contribution / active EE | $509 | $2,594-80.4% | $3,653-86.1% | $2,440-79.1% |
| Participant deferral / active EE | $2,674 | $3,128-14.5% | $4,236-36.9% | $3,607-25.9% |
| Admin fee / account holder | $499 | $4,251-88.3% | $5,794-91.4% | $5,124-90.3% |