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 | $48,217 | $95,416-49.5% | $185,823-74.1% | $85,850-43.8% |
| Participation rate | 97.6% | 68.8%+28.8pp | 81.7%+15.9pp | 69.3%+28.2pp |
| Annual return | 14.14% | 23.59%-9.4pp | 122.05%-107.9pp | 318.53%-304.4pp |
| Employer contribution / active EE | $313 | $3,314-90.5% | $5,167-93.9% | $2,565-87.8% |
| Participant deferral / active EE | $3,807 | $3,423+11.2% | $5,568-31.6% | $3,952-3.7% |
| Admin fee / account holder | $11,053 | $7,213+53.2% | $16,237-31.9% | $6,260+76.6% |