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 | $27,074 | $95,416-71.6% | $185,823-85.4% | $85,850-68.5% |
| Participation rate | 71.4% | 68.8%+2.7pp | 81.7%-10.3pp | 69.3%+2.1pp |
| Annual return | 20.87% | 23.59%-2.7pp | 122.05%-101.2pp | 318.53%-297.7pp |
| Employer contribution / active EE | $311 | $3,314-90.6% | $5,167-94.0% | $2,565-87.9% |
| Participant deferral / active EE | $1,249 | $3,423-63.5% | $5,568-77.6% | $3,952-68.4% |
| Admin fee / account holder | $38,641 | $7,213+435.7% | $16,237+138.0% | $6,260+517.3% |