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 | $34,112 | $86,944-60.8% | $107,525-68.3% | $74,304-54.1% |
| Participation rate | 91.2% | 59.6%+31.7pp | 75.1%+16.2pp | 60.3%+30.9pp |
| Annual return | 14.12% | 23.52%-9.4pp | 181.32%-167.2pp | 29.43%-15.3pp |
| Employer contribution / active EE | $400 | $2,757-85.5% | $3,754-89.3% | $2,241-82.1% |
| Participant deferral / active EE | $2,758 | $3,554-22.4% | $5,116-46.1% | $3,767-26.8% |
| Admin fee / account holder | $1,258 | $3,727-66.3% | $8,919-85.9% | $2,969-57.6% |