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 | $61,118 | $89,753-31.9% | $107,525-43.2% | $84,808-27.9% |
| Participation rate | 88.2% | 68.1%+20.2pp | 75.1%+13.2pp | 68.3%+19.9pp |
| Annual return | 15.29% | 29.48%-14.2pp | 181.32%-166.0pp | 40.90%-25.6pp |
| Employer contribution / active EE | $397 | $3,113-87.3% | $3,754-89.4% | $2,631-84.9% |
| Participant deferral / active EE | $2,969 | $4,056-26.8% | $5,116-42.0% | $4,212-29.5% |
| Admin fee / account holder | $3,734 | $7,222-48.3% | $8,919-58.1% | $7,344-49.2% |