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 | $48,363 | $63,355-23.7% | $91,989-47.4% | $72,985-33.7% |
| Participation rate | 88.9% | 72.5%+16.4pp | 78.6%+10.3pp | 69.5%+19.4pp |
| Annual return | 27.43% | 35.35%-7.9pp | 69.02%-41.6pp | 81.00%-53.6pp |
| Employer contribution / active EE | $9 | $2,116-99.6% | $3,452-99.7% | $2,440-99.6% |
| Participant deferral / active EE | $7,166 | $4,883+46.8% | $5,923+21.0% | $3,607+98.7% |
| Admin fee / account holder | $2,091 | $4,668-55.2% | $7,743-73.0% | $5,124-59.2% |