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 | $59,424 | $118,849-50.0% | $96,562-38.5% | $167,490-64.5% |
| Participation rate | 94.7% | 75.5%+19.3pp | 69.8%+24.9pp | 82.1%+12.6pp |
| Annual return | 14.23% | 50.49%-36.3pp | 37.78%-23.6pp | 478.56%-464.3pp |
| Employer contribution / active EE | $72 | $3,120-97.7% | $2,356-96.9% | $4,837-98.5% |
| Participant deferral / active EE | $3,077 | $4,616-33.3% | $3,849-20.1% | $6,341-51.5% |
| Admin fee / account holder | $8,941 | $8,065+10.9% | $6,181+44.7% | $12,309-27.4% |