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 | $28,637 | $70,428-59.3% | $96,562-70.3% | $85,850-66.6% |
| Participation rate | 73.2% | 61.8%+11.4pp | 69.8%+3.4pp | 69.3%+3.9pp |
| Annual return | 12.83% | 18.59%-5.8pp | 37.78%-25.0pp | 318.53%-305.7pp |
| Employer contribution / active EE | $145 | $1,413-89.7% | $2,356-93.8% | $2,565-94.3% |
| Participant deferral / active EE | $2,666 | $2,894-7.9% | $3,849-30.7% | $3,952-32.5% |
| Admin fee / account holder | $2,876 | $4,997-42.5% | $6,181-53.5% | $6,260-54.1% |