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 | $28,936 | $95,416-69.7% | $185,823-84.4% | $85,850-66.3% |
| Participation rate | 82.0% | 68.8%+13.2pp | 81.7%+0.3pp | 69.3%+12.7pp |
| Annual return | 18.91% | 23.59%-4.7pp | 122.05%-103.1pp | 318.53%-299.6pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,167-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,621 | $3,423-23.4% | $5,568-52.9% | $3,952-33.7% |
| Admin fee / account holder | $490 | $7,213-93.2% | $16,237-97.0% | $6,260-92.2% |