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 | $55,272 | $63,346-12.7% | $92,233-40.1% | $70,131-21.2% |
| Participation rate | 74.1% | 68.7%+5.4pp | 76.5%-2.4pp | 69.5%+4.5pp |
| Annual return | 14.02% | 530.12%-516.1pp | 176.28%-162.3pp | 73.14%-59.1pp |
| Employer contribution / active EE | $346 | $2,471-86.0% | $3,679-90.6% | $2,342-85.2% |
| Participant deferral / active EE | $2,313 | $2,854-18.9% | $3,897-40.6% | $3,332-30.6% |
| Admin fee / account holder | $760 | $3,840-80.2% | $5,194-85.4% | $4,645-83.6% |