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 | $36,642 | $65,365-43.9% | $92,893-60.6% | $72,985-49.8% |
| Participation rate | 86.5% | 68.3%+18.2pp | 76.0%+10.5pp | 69.5%+17.0pp |
| Annual return | 29.99% | 42.10%-12.1pp | 109.41%-79.4pp | 81.00%-51.0pp |
| Employer contribution / active EE | $175 | $2,594-93.2% | $3,653-95.2% | $2,440-92.8% |
| Participant deferral / active EE | $2,489 | $3,128-20.4% | $4,236-41.2% | $3,607-31.0% |
| Admin fee / account holder | $2,777 | $4,251-34.7% | $5,794-52.1% | $5,124-45.8% |