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 | $30,666 | $48,230-36.4% | $67,502-54.6% | $80,856-62.1% |
| Participation rate | 92.0% | 66.4%+25.6pp | 72.9%+19.1pp | 67.6%+24.4pp |
| Annual return | 31.88% | 18.28%+13.6pp | 3512.12%-3480.2pp | 35.59%-3.7pp |
| Employer contribution / active EE | $198 | $2,020-90.2% | $2,731-92.7% | $2,755-92.8% |
| Participant deferral / active EE | $1,383 | $2,924-52.7% | $4,000-65.4% | $4,296-67.8% |
| Admin fee / account holder | $1,691 | $3,681-54.1% | $3,998-57.7% | $6,918-75.6% |