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 | $32,174 | $52,681-38.9% | $75,781-57.5% | $59,632-46.0% |
| Participation rate | 86.3% | 67.2%+19.1pp | 75.8%+10.5pp | 68.7%+17.6pp |
| Annual return | 3.15% | 2.95%+0.2pp | 9.68%-6.5pp | 2041.28%-2038.1pp |
| Employer contribution / active EE | $232 | $2,193-89.4% | $3,323-93.0% | $2,203-89.5% |
| Participant deferral / active EE | $1,132 | $2,591-56.3% | $3,651-69.0% | $3,192-64.5% |
| Admin fee / account holder | $3,563 | $3,610-1.3% | $5,299-32.8% | $4,297-17.1% |