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 | $30,304 | $85,766-64.7% | $136,294-77.8% | $70,131-56.8% |
| Participation rate | 73.0% | 74.2%-1.2pp | 81.9%-8.9pp | 69.5%+3.4pp |
| Annual return | 18.05% | 31.45%-13.4pp | 5155.94%-5137.9pp | 73.14%-55.1pp |
| Employer contribution / active EE | $313 | $2,966-89.5% | $4,695-93.3% | $2,342-86.7% |
| Participant deferral / active EE | $2,762 | $5,051-45.3% | $6,247-55.8% | $3,332-17.1% |
| Admin fee / account holder | $1,257 | $5,420-76.8% | $9,243-86.4% | $4,645-72.9% |