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 | $18,603 | $53,127-65.0% | $86,590-78.5% | $70,131-73.5% |
| Participation rate | 84.6% | 65.3%+19.3pp | 73.5%+11.1pp | 69.5%+15.1pp |
| Annual return | 13.14% | 27.66%-14.5pp | 964.84%-951.7pp | 73.14%-60.0pp |
| Employer contribution / active EE | $189 | $2,068-90.9% | $2,839-93.3% | $2,342-91.9% |
| Participant deferral / active EE | $1,591 | $2,696-41.0% | $3,609-55.9% | $3,332-52.3% |
| Admin fee / account holder | $1,699 | $3,585-52.6% | $4,906-65.4% | $4,645-63.4% |