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 | $43,076 | $87,733-50.9% | $106,548-59.6% | $85,850-49.8% |
| Participation rate | 79.6% | 71.9%+7.7pp | 76.1%+3.5pp | 69.3%+10.3pp |
| Annual return | 19.00% | 21.86%-2.9pp | 26.80%-7.8pp | 318.53%-299.5pp |
| Employer contribution / active EE | $125 | $2,073-94.0% | $2,819-95.6% | $2,565-95.1% |
| Participant deferral / active EE | $2,617 | $3,469-24.6% | $4,398-40.5% | $3,952-33.8% |
| Admin fee / account holder | $3,688 | $6,767-45.5% | $7,407-50.2% | $6,260-41.1% |