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 | $12,239 | $81,248-84.9% | $155,509-92.1% | $80,856-84.9% |
| Participation rate | 82.1% | 66.2%+15.9pp | 78.2%+4.0pp | 67.6%+14.5pp |
| Annual return | 17.40% | 33.31%-15.9pp | 64.67%-47.3pp | 35.59%-18.2pp |
| Employer contribution / active EE | $269 | $3,100-91.3% | $4,672-94.2% | $2,755-90.2% |
| Participant deferral / active EE | $1,408 | $3,452-59.2% | $5,626-75.0% | $4,296-67.2% |
| Admin fee / account holder | $351 | $7,997-95.6% | $15,912-97.8% | $6,918-94.9% |