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 | $30,822 | $101,724-69.7% | $164,813-81.3% | $80,856-61.9% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 11.34% | 16.72%-5.4pp | 69.93%-58.6pp | 35.59%-24.3pp |
| Employer contribution / active EE | $377 | $2,953-87.2% | $4,341-91.3% | $2,755-86.3% |
| Participant deferral / active EE | $2,652 | $4,477-40.8% | $6,031-56.0% | $4,296-38.3% |
| Admin fee / account holder | $4,661 | $8,227-43.3% | $12,690-63.3% | $6,918-32.6% |