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 | $30,002 | $58,512-48.7% | $84,015-64.3% | $72,985-58.9% |
| Participation rate | 83.9% | 61.2%+22.6pp | 69.0%+14.9pp | 69.5%+14.4pp |
| Annual return | 20.26% | 28.93%-8.7pp | 71.31%-51.1pp | 81.00%-60.7pp |
| Employer contribution / active EE | $38 | $1,163-96.7% | $1,983-98.1% | $2,440-98.4% |
| Participant deferral / active EE | $3,143 | $2,394+31.3% | $3,239-2.9% | $3,607-12.9% |
| Admin fee / account holder | $1,805 | $4,569-60.5% | $6,101-70.4% | $5,124-64.8% |