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 5-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 | $7,101 | $74,888-90.5% | $71,209-90.0% | $142,382-95.0% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.1%-0.1pp |
| Annual return | 13.48% | 345.14%-331.7pp | 282.51%-269.0pp | 217.08%-203.6pp |
| Employer contribution / active EE | $352 | $2,854-87.7% | $2,721-87.1% | $4,299-91.8% |
| Participant deferral / active EE | $1,036 | $4,454-76.7% | $4,175-75.2% | $6,507-84.1% |
| Admin fee / account holder | $4,011 | $5,568-28.0% | $5,349-25.0% | $12,624-68.2% |