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 | $50,725 | $63,346-19.9% | $92,233-45.0% | $70,131-27.7% |
| Participation rate | 94.2% | 68.7%+25.6pp | 76.5%+17.8pp | 69.5%+24.7pp |
| Annual return | 13.21% | 530.12%-516.9pp | 176.28%-163.1pp | 73.14%-59.9pp |
| Employer contribution / active EE | $482 | $2,471-80.5% | $3,679-86.9% | $2,342-79.4% |
| Participant deferral / active EE | $2,435 | $2,854-14.7% | $3,897-37.5% | $3,332-26.9% |
| Admin fee / account holder | $11,024 | $3,840+187.1% | $5,194+112.3% | $4,645+137.3% |