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 | $40,705 | $118,450-65.6% | $98,439-58.6% | $139,434-70.8% |
| Participation rate | 95.5% | 77.4%+18.0pp | 75.2%+20.3pp | 80.3%+15.1pp |
| Annual return | 13.56% | 18.94%-5.4pp | 21.16%-7.6pp | 372.94%-359.4pp |
| Employer contribution / active EE | $34 | $3,609-99.0% | $3,048-98.9% | $4,751-99.3% |
| Participant deferral / active EE | $2,090 | $5,392-61.2% | $4,738-55.9% | $6,710-68.9% |
| Admin fee / account holder | $1,344 | $14,026-90.4% | $8,948-85.0% | $11,403-88.2% |