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 | $44,105 | $154,117-71.4% | $129,995-66.1% | $139,434-68.4% |
| Participation rate | 83.3% | 82.0%+1.4pp | 78.5%+4.8pp | 80.3%+3.0pp |
| Annual return | 9.92% | 32.48%-22.6pp | -137.18%+147.1pp | 372.94%-363.0pp |
| Employer contribution / active EE | $353 | $5,289-93.3% | $4,320-91.8% | $4,751-92.6% |
| Participant deferral / active EE | $3,452 | $6,710-48.6% | $5,820-40.7% | $6,710-48.6% |
| Admin fee / account holder | $30,679 | $14,007+119.0% | $10,614+189.0% | $11,403+169.1% |