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 | $34,807 | $91,190-61.8% | $178,490-80.5% | $79,858-56.4% |
| Participation rate | 76.1% | 69.2%+6.9pp | 81.9%-5.9pp | 69.6%+6.4pp |
| Annual return | 13.22% | 24.19%-11.0pp | 151.07%-137.8pp | 31.71%-18.5pp |
| Employer contribution / active EE | $342 | $3,256-89.5% | $5,011-93.2% | $2,471-86.2% |
| Participant deferral / active EE | $1,446 | $3,236-55.3% | $5,202-72.2% | $3,740-61.3% |
| Admin fee / account holder | $731 | $6,751-89.2% | $13,984-94.8% | $5,306-86.2% |