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 | $36,181 | $111,535-67.6% | $105,223-65.6% | $137,256-73.6% |
| Participation rate | 73.9% | 78.1%-4.2pp | 75.0%-1.1pp | 80.0%-6.0pp |
| Annual return | 12.21% | 237.85%-225.6pp | 180.65%-168.4pp | 220.34%-208.1pp |
| Employer contribution / active EE | $713 | $3,939-81.9% | $3,689-80.7% | $4,156-82.9% |
| Participant deferral / active EE | $2,099 | $5,500-61.8% | $5,072-58.6% | $6,407-67.2% |
| Admin fee / account holder | $4,772 | $9,721-50.9% | $8,859-46.1% | $12,270-61.1% |