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 | $57,199 | $124,281-54.0% | $109,143-47.6% | $167,490-65.8% |
| Participation rate | 87.5% | 79.4%+8.1pp | 75.9%+11.6pp | 82.1%+5.4pp |
| Annual return | 11.52% | 26.04%-14.5pp | 25.75%-14.2pp | 478.56%-467.0pp |
| Employer contribution / active EE | $433 | $4,207-89.7% | $3,722-88.4% | $4,837-91.0% |
| Participant deferral / active EE | $2,565 | $5,255-51.2% | $4,653-44.9% | $6,341-59.6% |
| Admin fee / account holder | $572 | $7,970-92.8% | $6,752-91.5% | $12,309-95.4% |