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 | $45,639 | $97,125-53.0% | $86,233-47.1% | $137,256-66.7% |
| Participation rate | 85.7% | 74.2%+11.5pp | 69.0%+16.7pp | 80.0%+5.8pp |
| Annual return | 16.74% | 74.19%-57.4pp | 61.39%-44.6pp | 220.34%-203.6pp |
| Employer contribution / active EE | $56 | $2,841-98.0% | $2,504-97.8% | $4,156-98.7% |
| Participant deferral / active EE | $6,844 | $5,180+32.1% | $4,559+50.1% | $6,407+6.8% |
| Admin fee / account holder | $14,746 | $9,725+51.6% | $8,342+76.8% | $12,270+20.2% |