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 | $18,496 | $77,419-76.1% | $69,455-73.4% | $152,861-87.9% |
| Participation rate | 87.5% | 78.1%+9.4pp | 74.6%+12.9pp | 82.4%+5.1pp |
| Annual return | 26.73% | 39.06%-12.3pp | 28.97%-2.2pp | 345.32%-318.6pp |
| Employer contribution / active EE | $360 | $3,315-89.1% | $2,779-87.1% | $4,762-92.4% |
| Participant deferral / active EE | $1,475 | $4,414-66.6% | $3,535-58.3% | $5,850-74.8% |
| Admin fee / account holder | $1,376 | $6,207-77.8% | $3,839-64.2% | $11,596-88.1% |