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 | $50,505 | $91,552-44.8% | $133,956-62.3% | $79,858-36.8% |
| Participation rate | 75.0% | 73.3%+1.7pp | 79.8%-4.8pp | 69.6%+5.4pp |
| Annual return | 16.63% | 61.85%-45.2pp | 45.09%-28.5pp | 31.71%-15.1pp |
| Employer contribution / active EE | $454 | $2,384-80.9% | $3,919-88.4% | $2,471-81.6% |
| Participant deferral / active EE | $2,055 | $3,733-45.0% | $5,048-59.3% | $3,740-45.1% |
| Admin fee / account holder | $2,506 | $6,321-60.4% | $8,927-71.9% | $5,306-52.8% |