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 | $37,099 | $63,346-41.4% | $92,233-59.8% | $70,131-47.1% |
| Participation rate | 86.4% | 68.7%+17.7pp | 76.5%+9.9pp | 69.5%+16.8pp |
| Annual return | 18.82% | 530.12%-511.3pp | 176.28%-157.5pp | 73.14%-54.3pp |
| Employer contribution / active EE | $243 | $2,471-90.2% | $3,679-93.4% | $2,342-89.6% |
| Participant deferral / active EE | $4,406 | $2,854+54.4% | $3,897+13.1% | $3,332+32.2% |
| Admin fee / account holder | $439 | $3,840-88.6% | $5,194-91.6% | $4,645-90.6% |