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 | $26,947 | $91,190-70.4% | $178,490-84.9% | $79,858-66.3% |
| Participation rate | 85.0% | 69.2%+15.8pp | 81.9%+3.1pp | 69.6%+15.4pp |
| Annual return | 13.28% | 24.19%-10.9pp | 151.07%-137.8pp | 31.71%-18.4pp |
| Employer contribution / active EE | $113 | $3,256-96.5% | $5,011-97.8% | $2,471-95.4% |
| Participant deferral / active EE | $2,927 | $3,236-9.5% | $5,202-43.7% | $3,740-21.7% |
| Admin fee / account holder | $1,272 | $6,751-81.2% | $13,984-90.9% | $5,306-76.0% |