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 | $22,046 | $51,175-56.9% | $70,515-68.7% | $75,163-70.7% |
| Participation rate | 75.9% | 60.9%+15.0pp | 68.3%+7.6pp | 67.2%+8.7pp |
| Annual return | 17.15% | 30.02%-12.9pp | 32.77%-15.6pp | 160.62%-143.5pp |
| Employer contribution / active EE | $129 | $1,826-92.9% | $2,973-95.7% | $2,670-95.2% |
| Participant deferral / active EE | $1,067 | $2,849-62.5% | $4,567-76.6% | $4,125-74.1% |
| Admin fee / account holder | $1,522 | $4,091-62.8% | $6,412-76.3% | $5,651-73.1% |