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 | $35,050 | $116,175-69.8% | $93,606-62.6% | $152,861-77.1% |
| Participation rate | 91.7% | 78.0%+13.6pp | 75.8%+15.8pp | 82.4%+9.2pp |
| Annual return | 19.63% | 35.96%-16.3pp | 32.76%-13.1pp | 345.32%-325.7pp |
| Employer contribution / active EE | $294 | $3,218-90.9% | $2,718-89.2% | $4,762-93.8% |
| Participant deferral / active EE | $3,389 | $4,603-26.4% | $4,069-16.7% | $5,850-42.1% |
| Admin fee / account holder | $2,995 | $10,748-72.1% | $7,888-62.0% | $11,596-74.2% |