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 | $62,421 | $105,859-41.0% | $90,160-30.8% | $147,584-57.7% |
| Participation rate | 86.4% | 79.7%+6.6pp | 76.9%+9.5pp | 82.8%+3.5pp |
| Annual return | 10.83% | 37.63%-26.8pp | 34.88%-24.1pp | 578.55%-567.7pp |
| Employer contribution / active EE | $372 | $4,126-91.0% | $3,318-88.8% | $4,876-92.4% |
| Participant deferral / active EE | $1,948 | $5,733-66.0% | $5,288-63.2% | $5,439-64.2% |
| Admin fee / account holder | $1,212 | $8,046-84.9% | $5,943-79.6% | $10,885-88.9% |