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 | $19,974 | $133,922-85.1% | $116,228-82.8% | $142,382-86.0% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.6%+5.4pp | 80.1%-0.1pp |
| Annual return | 13.53% | 147.76%-134.2pp | 90.06%-76.5pp | 217.08%-203.5pp |
| Employer contribution / active EE | $302 | $3,446-91.2% | $2,994-89.9% | $4,299-93.0% |
| Participant deferral / active EE | $2,037 | $5,672-64.1% | $4,953-58.9% | $6,507-68.7% |
| Admin fee / account holder | $6,382 | $14,945-57.3% | $11,989-46.8% | $12,624-49.4% |