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 | $29,172 | $103,376-71.8% | $87,100-66.5% | $152,861-80.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 15.27% | 28.10%-12.8pp | 28.19%-12.9pp | 345.32%-330.0pp |
| Employer contribution / active EE | $50 | $3,220-98.4% | $2,521-98.0% | $4,762-99.0% |
| Participant deferral / active EE | $10,905 | $4,778+128.2% | $4,049+169.3% | $5,850+86.4% |
| Admin fee / account holder | $7,601 | $12,205-37.7% | $7,497+1.4% | $11,596-34.5% |