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 | $48,252 | $49,173-1.9% | $121,098-60.2% | $75,163-35.8% |
| Participation rate | 93.9% | 55.4%+38.6pp | 69.5%+24.5pp | 67.2%+26.7pp |
| Annual return | 16.19% | 55.99%-39.8pp | 985.75%-969.6pp | 160.62%-144.4pp |
| Employer contribution / active EE | $81 | $1,546-94.8% | $4,164-98.1% | $2,670-97.0% |
| Participant deferral / active EE | $4,044 | $2,628+53.9% | $4,080-0.9% | $4,125-2.0% |
| Admin fee / account holder | $1,056 | $3,942-73.2% | $5,644-81.3% | $5,651-81.3% |