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 | $47,693 | $103,376-53.9% | $87,100-45.2% | $152,861-68.8% |
| Participation rate | 92.9% | 79.3%+13.5pp | 76.9%+16.0pp | 82.4%+10.4pp |
| Annual return | 25.23% | 28.10%-2.9pp | 28.19%-3.0pp | 345.32%-320.1pp |
| Employer contribution / active EE | $186 | $3,220-94.2% | $2,521-92.6% | $4,762-96.1% |
| Participant deferral / active EE | $4,256 | $4,778-10.9% | $4,049+5.1% | $5,850-27.3% |
| Admin fee / account holder | $4,439 | $12,205-63.6% | $7,497-40.8% | $11,596-61.7% |