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 | $19,686 | $53,018-62.9% | $70,014-71.9% | $62,891-68.7% |
| Participation rate | 89.6% | 67.2%+22.4pp | 71.8%+17.8pp | 69.3%+20.3pp |
| Annual return | 10.21% | 13.35%-3.1pp | 12.99%-2.8pp | 20.14%-9.9pp |
| Employer contribution / active EE | $116 | $1,799-93.6% | $2,338-95.0% | $2,281-94.9% |
| Participant deferral / active EE | $1,346 | $2,395-43.8% | $2,931-54.1% | $3,203-58.0% |
| Admin fee / account holder | $524 | $3,690-85.8% | $4,380-88.0% | $4,296-87.8% |