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 | $42,985 | $157,256-72.7% | $141,162-69.5% | $152,861-71.9% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.4%+5.1pp |
| Annual return | 34.63% | 64.32%-29.7pp | 71.39%-36.8pp | 345.32%-310.7pp |
| Employer contribution / active EE | $897 | $5,261-82.9% | $4,735-81.1% | $4,762-81.2% |
| Participant deferral / active EE | $2,646 | $7,109-62.8% | $6,709-60.6% | $5,850-54.8% |
| Admin fee / account holder | $462 | $12,120-96.2% | $10,261-95.5% | $11,596-96.0% |