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 | $53,265 | $118,450-55.0% | $98,439-45.9% | $139,434-61.8% |
| Participation rate | 93.3% | 77.4%+15.9pp | 75.2%+18.2pp | 80.3%+13.0pp |
| Annual return | 10.94% | 18.94%-8.0pp | 21.16%-10.2pp | 372.94%-362.0pp |
| Employer contribution / active EE | $510 | $3,609-85.9% | $3,048-83.3% | $4,751-89.3% |
| Participant deferral / active EE | $1,826 | $5,392-66.1% | $4,738-61.5% | $6,710-72.8% |
| Admin fee / account holder | $1,440 | $14,026-89.7% | $8,948-83.9% | $11,403-87.4% |