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 | $29,595 | $77,899-62.0% | $149,673-80.2% | $75,163-60.6% |
| Participation rate | 74.5% | 65.6%+8.9pp | 78.8%-4.3pp | 67.2%+7.3pp |
| Annual return | 14.35% | 31.72%-17.4pp | 134.42%-120.1pp | 160.62%-146.3pp |
| Employer contribution / active EE | $103 | $3,137-96.7% | $4,818-97.9% | $2,670-96.1% |
| Participant deferral / active EE | $3,320 | $3,411-2.7% | $5,680-41.6% | $4,125-19.5% |
| Admin fee / account holder | $604 | $5,956-89.9% | $13,210-95.4% | $5,651-89.3% |