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 | $83,728 | $89,355-6.3% | $141,162-40.7% | $72,985+14.7% |
| Participation rate | 98.6% | 75.1%+23.5pp | 82.5%+16.1pp | 69.5%+29.1pp |
| Annual return | 26.96% | 111.85%-84.9pp | 71.39%-44.4pp | 81.00%-54.0pp |
| Employer contribution / active EE | $67 | $3,114-97.9% | $4,735-98.6% | $2,440-97.3% |
| Participant deferral / active EE | $8,029 | $5,418+48.2% | $6,709+19.7% | $3,607+122.6% |
| Admin fee / account holder | $1,862 | $5,958-68.7% | $10,261-81.9% | $5,124-63.7% |