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 | $45,424 | $112,881-59.8% | $90,951-50.1% | $158,922-71.4% |
| Participation rate | 72.7% | 74.7%-2.0pp | 69.0%+3.7pp | 82.0%-9.2pp |
| Annual return | 14.36% | 215.79%-201.4pp | 134.60%-120.2pp | 302.83%-288.5pp |
| Employer contribution / active EE | $386 | $2,893-86.7% | $2,122-81.8% | $4,761-91.9% |
| Participant deferral / active EE | $1,985 | $4,128-51.9% | $3,373-41.1% | $5,982-66.8% |
| Admin fee / account holder | $1,427 | $8,041-82.3% | $5,959-76.1% | $11,246-87.3% |