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 | $13,122 | $76,000-82.7% | $154,107-91.5% | $64,186-79.6% |
| Participation rate | 90.2% | 70.4%+19.7pp | 83.0%+7.1pp | 69.6%+20.6pp |
| Annual return | 10.17% | 30.32%-20.1pp | 735.12%-724.9pp | 7.63%+2.5pp |
| Employer contribution / active EE | $263 | $3,351-92.1% | $5,298-95.0% | $2,381-88.9% |
| Participant deferral / active EE | $1,942 | $3,175-38.8% | $5,081-61.8% | $3,470-44.0% |
| Admin fee / account holder | $1,832 | $5,596-67.3% | $13,411-86.3% | $4,888-62.5% |