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 | $58,469 | $91,190-35.9% | $178,490-67.2% | $79,858-26.8% |
| Participation rate | 91.8% | 69.2%+22.6pp | 81.9%+9.9pp | 69.6%+22.2pp |
| Annual return | 12.98% | 24.19%-11.2pp | 151.07%-138.1pp | 31.71%-18.7pp |
| Employer contribution / active EE | $361 | $3,256-88.9% | $5,011-92.8% | $2,471-85.4% |
| Participant deferral / active EE | $4,681 | $3,236+44.7% | $5,202-10.0% | $3,740+25.2% |
| Admin fee / account holder | $6,996 | $6,751+3.6% | $13,984-50.0% | $5,306+31.8% |