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 | $15,798 | $77,634-79.7% | $156,549-89.9% | $62,891-74.9% |
| Participation rate | 84.8% | 71.2%+13.6pp | 84.0%+0.8pp | 69.3%+15.5pp |
| Annual return | 12.83% | 50.32%-37.5pp | 32.23%-19.4pp | 20.14%-7.3pp |
| Employer contribution / active EE | $200 | $3,444-94.2% | $5,501-96.4% | $2,281-91.2% |
| Participant deferral / active EE | $1,156 | $3,045-62.0% | $4,871-76.3% | $3,203-63.9% |
| Admin fee / account holder | $1,704 | $5,561-69.4% | $13,027-86.9% | $4,296-60.3% |