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 | $26,764 | $90,348-70.4% | $75,972-64.8% | $145,922-81.7% |
| Participation rate | 72.7% | 74.5%-1.7pp | 69.1%+3.7pp | 80.3%-7.5pp |
| Annual return | 9.79% | 620.88%-611.1pp | 359.55%-349.8pp | 561.29%-551.5pp |
| Employer contribution / active EE | $547 | $3,311-83.5% | $2,685-79.6% | $4,660-88.3% |
| Participant deferral / active EE | $2,736 | $5,162-47.0% | $4,255-35.7% | $6,688-59.1% |
| Admin fee / account holder | $1,153 | $8,467-86.4% | $6,467-82.2% | $13,397-91.4% |