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 | $36,198 | $112,881-67.9% | $90,951-60.2% | $158,922-77.2% |
| Participation rate | 95.7% | 74.7%+20.9pp | 69.0%+26.6pp | 82.0%+13.7pp |
| Annual return | 21.33% | 215.79%-194.5pp | 134.60%-113.3pp | 302.83%-281.5pp |
| Employer contribution / active EE | $296 | $2,893-89.8% | $2,122-86.0% | $4,761-93.8% |
| Participant deferral / active EE | $2,949 | $4,128-28.5% | $3,373-12.6% | $5,982-50.7% |
| Admin fee / account holder | $1,456 | $8,041-81.9% | $5,959-75.6% | $11,246-87.1% |