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 | $49,838 | $64,324-22.5% | $118,925-58.1% | $79,858-37.6% |
| Participation rate | 73.1% | 64.9%+8.2pp | 75.4%-2.3pp | 69.6%+3.4pp |
| Annual return | 13.70% | 86.45%-72.7pp | 35.88%-22.2pp | 31.71%-18.0pp |
| Employer contribution / active EE | $307 | $1,836-83.3% | $3,263-90.6% | $2,471-87.6% |
| Participant deferral / active EE | $1,460 | $2,824-48.3% | $4,265-65.8% | $3,740-61.0% |
| Admin fee / account holder | $2,466 | $4,040-39.0% | $6,581-62.5% | $5,306-53.5% |