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 | $31,211 | $98,750-68.4% | $149,696-79.2% | $79,858-60.9% |
| Participation rate | 88.0% | 75.8%+12.2pp | 82.5%+5.5pp | 69.6%+18.4pp |
| Annual return | 13.76% | 27.43%-13.7pp | 276.60%-262.8pp | 31.71%-18.0pp |
| Employer contribution / active EE | $580 | $3,216-82.0% | $4,644-87.5% | $2,471-76.5% |
| Participant deferral / active EE | $2,643 | $5,680-53.5% | $6,842-61.4% | $3,740-29.3% |
| Admin fee / account holder | $2,869 | $6,053-52.6% | $9,309-69.2% | $5,306-45.9% |