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 | $37,325 | $106,890-65.1% | $84,015-55.6% | $152,861-75.6% |
| Participation rate | 70.6% | 75.2%-4.7pp | 69.0%+1.6pp | 82.4%-11.9pp |
| Annual return | 18.89% | 104.99%-86.1pp | 71.31%-52.4pp | 345.32%-326.4pp |
| Employer contribution / active EE | $216 | $2,734-92.1% | $1,983-89.1% | $4,762-95.5% |
| Participant deferral / active EE | $1,868 | $4,011-53.4% | $3,239-42.3% | $5,850-68.1% |
| Admin fee / account holder | $2,594 | $8,285-68.7% | $6,101-57.5% | $11,596-77.6% |