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 | $29,989 | $58,512-48.7% | $84,015-64.3% | $72,985-58.9% |
| Participation rate | 86.2% | 61.2%+25.0pp | 69.0%+17.2pp | 69.5%+16.7pp |
| Annual return | 22.90% | 28.93%-6.0pp | 71.31%-48.4pp | 81.00%-58.1pp |
| Employer contribution / active EE | $148 | $1,163-87.3% | $1,983-92.6% | $2,440-93.9% |
| Participant deferral / active EE | $1,477 | $2,394-38.3% | $3,239-54.4% | $3,607-59.0% |
| Admin fee / account holder | $15,446 | $4,569+238.1% | $6,101+153.2% | $5,124+201.4% |