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 | $37,797 | $83,337-54.6% | $67,834-44.3% | $273,961-86.2% |
| Participation rate | 87.5% | 76.4%+11.1pp | 68.8%+18.7pp | 83.0%+4.5pp |
| Annual return | 4.62% | 259.45%-254.8pp | 138.47%-133.9pp | 41.45%-36.8pp |
| Employer contribution / active EE | $376 | $3,287-88.6% | $2,403-84.4% | $4,869-92.3% |
| Participant deferral / active EE | $2,466 | $4,088-39.7% | $3,160-21.9% | $5,287-53.4% |
| Admin fee / account holder | $448 | $6,752-93.4% | $4,622-90.3% | $10,132-95.6% |