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 | $57,220 | $137,414-58.4% | $189,513-69.8% | $85,850-33.3% |
| Participation rate | 92.1% | 84.6%+7.5pp | 87.8%+4.3pp | 69.3%+22.8pp |
| Annual return | 12.00% | 38.14%-26.1pp | 555.15%-543.2pp | 318.53%-306.5pp |
| Employer contribution / active EE | $564 | $4,344-87.0% | $6,162-90.8% | $2,565-78.0% |
| Participant deferral / active EE | $3,367 | $6,260-46.2% | $8,221-59.0% | $3,952-14.8% |
| Admin fee / account holder | $2,609 | $8,630-69.8% | $12,045-78.3% | $6,260-58.3% |