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 | $30,109 | $112,096-73.1% | $95,952-68.6% | $158,922-81.1% |
| Participation rate | 71.4% | 79.0%-7.5pp | 77.1%-5.6pp | 82.0%-10.5pp |
| Annual return | 12.76% | 171.09%-158.3pp | 91.61%-78.8pp | 302.83%-290.1pp |
| Employer contribution / active EE | $621 | $3,198-80.6% | $2,541-75.6% | $4,761-87.0% |
| Participant deferral / active EE | $2,475 | $4,784-48.3% | $4,167-40.6% | $5,982-58.6% |
| Admin fee / account holder | $7,804 | $10,130-23.0% | $6,795+14.8% | $11,246-30.6% |