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 | $35,874 | $94,625-62.1% | $116,228-69.1% | $84,808-57.7% |
| Participation rate | 73.5% | 70.4%+3.1pp | 74.6%-1.0pp | 68.3%+5.2pp |
| Annual return | 14.81% | 20.40%-5.6pp | 90.06%-75.3pp | 40.90%-26.1pp |
| Employer contribution / active EE | $462 | $2,347-80.3% | $2,994-84.6% | $2,631-82.5% |
| Participant deferral / active EE | $2,017 | $3,972-49.2% | $4,953-59.3% | $4,212-52.1% |
| Admin fee / account holder | $846 | $10,091-91.6% | $11,989-92.9% | $7,344-88.5% |