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 | $28,885 | $47,848-39.6% | $81,478-64.5% | $70,131-58.8% |
| Participation rate | 77.1% | 58.3%+18.9pp | 68.0%+9.2pp | 69.5%+7.6pp |
| Annual return | 15.66% | 27.25%-11.6pp | 38.78%-23.1pp | 73.14%-57.5pp |
| Employer contribution / active EE | $152 | $1,527-90.0% | $2,568-94.1% | $2,342-93.5% |
| Participant deferral / active EE | $1,932 | $2,453-21.2% | $3,537-45.4% | $3,332-42.0% |
| Admin fee / account holder | $3,923 | $3,145+24.8% | $4,561-14.0% | $4,645-15.5% |