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 | $48,249 | $49,227-2.0% | $70,449-31.5% | $79,858-39.6% |
| Participation rate | 71.2% | 69.2%+2.0pp | 75.1%-3.9pp | 69.6%+1.6pp |
| Annual return | 19.83% | 30.06%-10.2pp | 109.03%-89.2pp | 31.71%-11.9pp |
| Employer contribution / active EE | $0 | $2,099-100.0% | $2,737-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $948 | $2,768-65.7% | $3,709-74.4% | $3,740-74.6% |
| Admin fee / account holder | $362 | $2,878-87.4% | $3,845-90.6% | $5,306-93.2% |