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 | $72,272 | $106,515-32.1% | $96,683-25.2% | $139,434-48.2% |
| Participation rate | 86.7% | 77.8%+8.8pp | 74.3%+12.3pp | 80.3%+6.3pp |
| Annual return | 12.07% | 38.43%-26.4pp | 35.69%-23.6pp | 372.94%-360.9pp |
| Employer contribution / active EE | $40 | $4,103-99.0% | $3,737-98.9% | $4,751-99.2% |
| Participant deferral / active EE | $3,976 | $5,454-27.1% | $4,878-18.5% | $6,710-40.7% |
| Admin fee / account holder | $14,247 | $7,877+80.9% | $6,730+111.7% | $11,403+24.9% |