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 | $71,427 | $91,190-21.7% | $178,490-60.0% | $79,858-10.6% |
| Participation rate | 71.4% | 69.2%+2.2pp | 81.9%-10.5pp | 69.6%+1.8pp |
| Annual return | 23.87% | 24.19%-0.3pp | 151.07%-127.2pp | 31.71%-7.8pp |
| Employer contribution / active EE | $67 | $3,256-97.9% | $5,011-98.7% | $2,471-97.3% |
| Participant deferral / active EE | $1,002 | $3,236-69.0% | $5,202-80.7% | $3,740-73.2% |
| Admin fee / account holder | $323 | $6,751-95.2% | $13,984-97.7% | $5,306-93.9% |