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 | $45,798 | $112,881-59.4% | $90,951-49.6% | $158,922-71.2% |
| Participation rate | 76.5% | 74.7%+1.7pp | 69.0%+7.5pp | 82.0%-5.5pp |
| Annual return | 19.51% | 215.79%-196.3pp | 134.60%-115.1pp | 302.83%-283.3pp |
| Employer contribution / active EE | $265 | $2,893-90.9% | $2,122-87.5% | $4,761-94.4% |
| Participant deferral / active EE | $3,196 | $4,128-22.6% | $3,373-5.3% | $5,982-46.6% |
| Admin fee / account holder | $2,574 | $8,041-68.0% | $5,959-56.8% | $11,246-77.1% |