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 | $39,075 | $58,512-33.2% | $84,015-53.5% | $72,985-46.5% |
| Participation rate | 91.9% | 61.2%+30.7pp | 69.0%+22.9pp | 69.5%+22.4pp |
| Annual return | 20.55% | 28.93%-8.4pp | 71.31%-50.8pp | 81.00%-60.5pp |
| Employer contribution / active EE | $199 | $1,163-82.8% | $1,983-89.9% | $2,440-91.8% |
| Participant deferral / active EE | $2,866 | $2,394+19.7% | $3,239-11.5% | $3,607-20.6% |
| Admin fee / account holder | $2,460 | $4,569-46.2% | $6,101-59.7% | $5,124-52.0% |