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 | $43,250 | $116,175-62.8% | $93,606-53.8% | $152,861-71.7% |
| Participation rate | 91.7% | 78.0%+13.6pp | 75.8%+15.8pp | 82.4%+9.2pp |
| Annual return | 23.42% | 35.96%-12.5pp | 32.76%-9.3pp | 345.32%-321.9pp |
| Employer contribution / active EE | $499 | $3,218-84.5% | $2,718-81.7% | $4,762-89.5% |
| Participant deferral / active EE | $3,243 | $4,603-29.6% | $4,069-20.3% | $5,850-44.6% |
| Admin fee / account holder | $2,578 | $10,748-76.0% | $7,888-67.3% | $11,596-77.8% |