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 | $45,622 | $63,346-28.0% | $92,233-50.5% | $70,131-34.9% |
| Participation rate | 82.8% | 68.7%+14.1pp | 76.5%+6.3pp | 69.5%+13.2pp |
| Annual return | 15.40% | 530.12%-514.7pp | 176.28%-160.9pp | 73.14%-57.7pp |
| Employer contribution / active EE | $382 | $2,471-84.5% | $3,679-89.6% | $2,342-83.7% |
| Participant deferral / active EE | $1,247 | $2,854-56.3% | $3,897-68.0% | $3,332-62.6% |
| Admin fee / account holder | $2,085 | $3,840-45.7% | $5,194-59.9% | $4,645-55.1% |