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 | $37,534 | $95,803-60.8% | $113,168-66.8% | $84,808-55.7% |
| Participation rate | 71.9% | 72.9%-0.9pp | 76.6%-4.6pp | 68.3%+3.6pp |
| Annual return | 16.29% | 25.00%-8.7pp | 24.27%-8.0pp | 40.90%-24.6pp |
| Employer contribution / active EE | $298 | $2,360-87.4% | $2,975-90.0% | $2,631-88.7% |
| Participant deferral / active EE | $2,266 | $4,242-46.6% | $5,107-55.6% | $4,212-46.2% |
| Admin fee / account holder | $1,388 | $8,989-84.6% | $12,068-88.5% | $7,344-81.1% |