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 | $46,765 | $232,540-79.9% | $185,117-74.7% | $147,584-68.3% |
| Participation rate | 72.7% | 82.4%-9.6pp | 77.3%-4.5pp | 82.8%-10.1pp |
| Annual return | 17.57% | 43.03%-25.5pp | 40.50%-22.9pp | 578.55%-561.0pp |
| Employer contribution / active EE | $130 | $5,195-97.5% | $4,182-96.9% | $4,876-97.3% |
| Participant deferral / active EE | $2,993 | $5,834-48.7% | $5,045-40.7% | $5,439-45.0% |
| Admin fee / account holder | $6,225 | $10,275-39.4% | $8,159-23.7% | $10,885-42.8% |