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 | $83,369-59.1% | $105,223-67.6% | $67,986-49.8% |
| Participation rate | 91.2% | 56.3%+34.9pp | 75.0%+16.2pp | 57.2%+34.0pp |
| Annual return | 14.12% | 24.64%-10.5pp | 180.65%-166.5pp | 31.67%-17.5pp |
| Employer contribution / active EE | $400 | $2,541-84.2% | $3,689-89.1% | $2,019-80.2% |
| Participant deferral / active EE | $2,758 | $3,295-16.3% | $5,072-45.6% | $3,358-17.9% |
| Admin fee / account holder | $1,258 | $4,073-69.1% | $8,859-85.8% | $3,203-60.7% |