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 | $29,384 | $63,346-53.6% | $92,233-68.1% | $70,131-58.1% |
| Participation rate | 82.1% | 68.7%+13.5pp | 76.5%+5.7pp | 69.5%+12.6pp |
| Annual return | 17.23% | 530.12%-512.9pp | 176.28%-159.1pp | 73.14%-55.9pp |
| Employer contribution / active EE | $295 | $2,471-88.0% | $3,679-92.0% | $2,342-87.4% |
| Participant deferral / active EE | $1,280 | $2,854-55.2% | $3,897-67.2% | $3,332-61.6% |
| Admin fee / account holder | $2,335 | $3,840-39.2% | $5,194-55.0% | $4,645-49.7% |