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 | $47,145 | $109,881-57.1% | $150,045-68.6% | $84,808-44.4% |
| Participation rate | 72.1% | 76.1%-4.0pp | 82.3%-10.2pp | 68.3%+3.8pp |
| Annual return | 52.53% | 28.25%+24.3pp | 62.55%-10.0pp | 40.90%+11.6pp |
| Employer contribution / active EE | $62 | $3,561-98.3% | $4,693-98.7% | $2,631-97.6% |
| Participant deferral / active EE | $8,383 | $6,636+26.3% | $7,997+4.8% | $4,212+99.0% |
| Admin fee / account holder | $1,377 | $8,568-83.9% | $13,435-89.7% | $7,344-81.2% |