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 | $52,761 | $78,705-33.0% | $117,854-55.2% | $70,131-24.8% |
| Participation rate | 89.4% | 73.2%+16.2pp | 79.7%+9.7pp | 69.5%+19.8pp |
| Annual return | 14.42% | 23.30%-8.9pp | 335.08%-320.7pp | 73.14%-58.7pp |
| Employer contribution / active EE | $303 | $2,223-86.3% | $3,786-92.0% | $2,342-87.0% |
| Participant deferral / active EE | $3,085 | $3,297-6.4% | $4,482-31.2% | $3,332-7.4% |
| Admin fee / account holder | $700 | $5,065-86.2% | $8,020-91.3% | $4,645-84.9% |