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 | $68,323 | $99,985-31.7% | $146,665-53.4% | $85,850-20.4% |
| Participation rate | 92.6% | 73.1%+19.5pp | 80.1%+12.5pp | 69.3%+23.3pp |
| Annual return | 52.59% | 18.93%+33.7pp | 22.74%+29.8pp | 318.53%-265.9pp |
| Employer contribution / active EE | $370 | $2,559-85.5% | $4,136-91.0% | $2,565-85.6% |
| Participant deferral / active EE | $1,974 | $4,006-50.7% | $5,506-64.2% | $3,952-50.1% |
| Admin fee / account holder | $5,610 | $7,702-27.2% | $10,280-45.4% | $6,260-10.4% |