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 | $23,837 | $118,680-79.9% | $98,907-75.9% | $158,922-85.0% |
| Participation rate | 88.9% | 77.8%+11.1pp | 76.0%+12.9pp | 82.0%+6.9pp |
| Annual return | 12.66% | 372.35%-359.7pp | 196.43%-183.8pp | 302.83%-290.2pp |
| Employer contribution / active EE | $476 | $3,333-85.7% | $2,689-82.3% | $4,761-90.0% |
| Participant deferral / active EE | $1,904 | $5,088-62.6% | $4,244-55.1% | $5,982-68.2% |
| Admin fee / account holder | $943 | $10,131-90.7% | $6,642-85.8% | $11,246-91.6% |