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 | $15,712 | $45,035-65.1% | $62,995-75.1% | $70,131-77.6% |
| Participation rate | 74.1% | 69.5%+4.5pp | 74.8%-0.7pp | 69.5%+4.5pp |
| Annual return | 16.00% | 18.76%-2.8pp | 87.57%-71.6pp | 73.14%-57.1pp |
| Employer contribution / active EE | $262 | $2,051-87.2% | $2,759-90.5% | $2,342-88.8% |
| Participant deferral / active EE | $1,247 | $2,465-49.4% | $3,329-62.5% | $3,332-62.6% |
| Admin fee / account holder | $663 | $2,834-76.6% | $3,600-81.6% | $4,645-85.7% |