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 | $56,037 | $94,625-40.8% | $116,228-51.8% | $84,808-33.9% |
| Participation rate | 94.1% | 70.4%+23.7pp | 74.6%+19.6pp | 68.3%+25.8pp |
| Annual return | 13.89% | 20.40%-6.5pp | 90.06%-76.2pp | 40.90%-27.0pp |
| Employer contribution / active EE | $364 | $2,347-84.5% | $2,994-87.8% | $2,631-86.2% |
| Participant deferral / active EE | $2,445 | $3,972-38.4% | $4,953-50.6% | $4,212-41.9% |
| Admin fee / account holder | $20,216 | $10,091+100.3% | $11,989+68.6% | $7,344+175.3% |