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 | $19,562 | $85,202-77.0% | $172,739-88.7% | $72,985-73.2% |
| Participation rate | 93.2% | 70.1%+23.1pp | 82.6%+10.5pp | 69.5%+23.7pp |
| Annual return | 19.11% | 27.32%-8.2pp | 802.84%-783.7pp | 81.00%-61.9pp |
| Employer contribution / active EE | $323 | $3,324-90.3% | $5,143-93.7% | $2,440-86.8% |
| Participant deferral / active EE | $1,373 | $3,260-57.9% | $5,198-73.6% | $3,607-61.9% |
| Admin fee / account holder | $1,241 | $5,884-78.9% | $13,954-91.1% | $5,124-75.8% |