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 | $17,028 | $95,416-82.2% | $185,823-90.8% | $85,850-80.2% |
| Participation rate | 89.5% | 68.8%+20.7pp | 81.7%+7.8pp | 69.3%+20.2pp |
| Annual return | 35.19% | 23.59%+11.6pp | 122.05%-86.9pp | 318.53%-283.3pp |
| Employer contribution / active EE | $73 | $3,314-97.8% | $5,167-98.6% | $2,565-97.1% |
| Participant deferral / active EE | $2,123 | $3,423-38.0% | $5,568-61.9% | $3,952-46.3% |
| Admin fee / account holder | $832 | $7,213-88.5% | $16,237-94.9% | $6,260-86.7% |