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 | $47,423 | $77,899-39.1% | $149,673-68.3% | $75,163-36.9% |
| Participation rate | 76.9% | 65.6%+11.3pp | 78.8%-1.8pp | 67.2%+9.7pp |
| Annual return | 18.39% | 31.72%-13.3pp | 134.42%-116.0pp | 160.62%-142.2pp |
| Employer contribution / active EE | $298 | $3,137-90.5% | $4,818-93.8% | $2,670-88.8% |
| Participant deferral / active EE | $5,917 | $3,411+73.5% | $5,680+4.2% | $4,125+43.4% |
| Admin fee / account holder | $778 | $5,956-86.9% | $13,210-94.1% | $5,651-86.2% |