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 | $37,747 | $70,756-46.7% | $65,493-42.4% | $142,382-73.5% |
| Participation rate | 76.9% | 77.4%-0.5pp | 73.1%+3.8pp | 80.1%-3.2pp |
| Annual return | 16.31% | 1754.89%-1738.6pp | 982.45%-966.1pp | 217.08%-200.8pp |
| Employer contribution / active EE | $162 | $2,881-94.4% | $2,574-93.7% | $4,299-96.2% |
| Participant deferral / active EE | $3,187 | $4,637-31.3% | $3,961-19.5% | $6,507-51.0% |
| Admin fee / account holder | $462 | $6,559-93.0% | $5,028-90.8% | $12,624-96.3% |