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 | $29,108 | $154,117-81.1% | $129,995-77.6% | $139,434-79.1% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.5%+9.0pp | 80.3%+7.2pp |
| Annual return | 12.61% | 32.48%-19.9pp | -137.18%+149.8pp | 372.94%-360.3pp |
| Employer contribution / active EE | $346 | $5,289-93.5% | $4,320-92.0% | $4,751-92.7% |
| Participant deferral / active EE | $2,977 | $6,710-55.6% | $5,820-48.9% | $6,710-55.6% |
| Admin fee / account holder | $12,407 | $14,007-11.4% | $10,614+16.9% | $11,403+8.8% |