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 | $39,497 | $102,317-61.4% | $146,958-73.1% | $80,856-51.2% |
| Participation rate | 91.4% | 75.8%+15.5pp | 82.2%+9.2pp | 67.6%+23.7pp |
| Annual return | 12.76% | 134.76%-122.0pp | 418.34%-405.6pp | 35.59%-22.8pp |
| Employer contribution / active EE | $536 | $3,713-85.6% | $4,933-89.1% | $2,755-80.6% |
| Participant deferral / active EE | $4,266 | $6,644-35.8% | $8,070-47.1% | $4,296-0.7% |
| Admin fee / account holder | $14,671 | $7,941+84.7% | $12,998+12.9% | $6,918+112.1% |