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 | $34,056 | $118,849-71.3% | $96,562-64.7% | $167,490-79.7% |
| Participation rate | 75.0% | 75.5%-0.5pp | 69.8%+5.2pp | 82.1%-7.1pp |
| Annual return | 9.96% | 50.49%-40.5pp | 37.78%-27.8pp | 478.56%-468.6pp |
| Employer contribution / active EE | $394 | $3,120-87.4% | $2,356-83.3% | $4,837-91.9% |
| Participant deferral / active EE | $1,969 | $4,616-57.3% | $3,849-48.8% | $6,341-68.9% |
| Admin fee / account holder | $9,478 | $8,065+17.5% | $6,181+53.4% | $12,309-23.0% |