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 | $17,295 | $91,190-81.0% | $178,490-90.3% | $79,858-78.3% |
| Participation rate | 93.9% | 69.2%+24.7pp | 81.9%+12.0pp | 69.6%+24.3pp |
| Annual return | 12.82% | 24.19%-11.4pp | 151.07%-138.2pp | 31.71%-18.9pp |
| Employer contribution / active EE | $328 | $3,256-89.9% | $5,011-93.4% | $2,471-86.7% |
| Participant deferral / active EE | $964 | $3,236-70.2% | $5,202-81.5% | $3,740-74.2% |
| Admin fee / account holder | $604 | $6,751-91.1% | $13,984-95.7% | $5,306-88.6% |