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 | $55,549 | $63,346-12.3% | $92,233-39.8% | $70,131-20.8% |
| Participation rate | 98.1% | 68.7%+29.5pp | 76.5%+21.7pp | 69.5%+28.6pp |
| Annual return | 23.38% | 530.12%-506.7pp | 176.28%-152.9pp | 73.14%-49.8pp |
| Employer contribution / active EE | $258 | $2,471-89.6% | $3,679-93.0% | $2,342-89.0% |
| Participant deferral / active EE | $1,635 | $2,854-42.7% | $3,897-58.0% | $3,332-50.9% |
| Admin fee / account holder | $2,014 | $3,840-47.6% | $5,194-61.2% | $4,645-56.6% |