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 | $39,853 | $118,450-66.4% | $98,439-59.5% | $139,434-71.4% |
| Participation rate | 71.4% | 77.4%-6.0pp | 75.2%-3.7pp | 80.3%-8.9pp |
| Annual return | 13.90% | 18.94%-5.0pp | 21.16%-7.3pp | 372.94%-359.0pp |
| Employer contribution / active EE | $714 | $3,609-80.2% | $3,048-76.6% | $4,751-85.0% |
| Participant deferral / active EE | $2,798 | $5,392-48.1% | $4,738-40.9% | $6,710-58.3% |
| Admin fee / account holder | $18,570 | $14,026+32.4% | $8,948+107.5% | $11,403+62.9% |