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 | $34,840 | $70,669-50.7% | $169,368-79.4% | $75,163-53.6% |
| Participation rate | 80.4% | 64.8%+15.6pp | 77.1%+3.2pp | 67.2%+13.2pp |
| Annual return | 20.72% | 36.36%-15.6pp | 405.60%-384.9pp | 160.62%-139.9pp |
| Employer contribution / active EE | $312 | $2,211-85.9% | $4,013-92.2% | $2,670-88.3% |
| Participant deferral / active EE | $2,059 | $4,311-52.2% | $6,221-66.9% | $4,125-50.1% |
| Admin fee / account holder | $684 | $5,402-87.3% | $9,003-92.4% | $5,651-87.9% |