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 | $64,109 | $102,317-37.3% | $146,958-56.4% | $80,856-20.7% |
| Participation rate | 71.8% | 75.8%-4.0pp | 82.2%-10.4pp | 67.6%+4.2pp |
| Annual return | 14.56% | 134.76%-120.2pp | 418.34%-403.8pp | 35.59%-21.0pp |
| Employer contribution / active EE | $782 | $3,713-78.9% | $4,933-84.2% | $2,755-71.6% |
| Participant deferral / active EE | $2,792 | $6,644-58.0% | $8,070-65.4% | $4,296-35.0% |
| Admin fee / account holder | $8,811 | $7,941+11.0% | $12,998-32.2% | $6,918+27.4% |