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 | $51,931 | $91,538-43.3% | $129,995-60.1% | $75,163-30.9% |
| Participation rate | 95.0% | 71.4%+23.6pp | 78.5%+16.5pp | 67.2%+27.8pp |
| Annual return | 16.03% | -631.11%+647.1pp | -137.18%+153.2pp | 160.62%-144.6pp |
| Employer contribution / active EE | $593 | $2,845-79.1% | $4,320-86.3% | $2,670-77.8% |
| Participant deferral / active EE | $2,463 | $4,341-43.3% | $5,820-57.7% | $4,125-40.3% |
| Admin fee / account holder | $5,663 | $6,790-16.6% | $10,614-46.6% | $5,651+0.2% |