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 | $9,627 | $77,899-87.6% | $149,673-93.6% | $75,163-87.2% |
| Participation rate | 73.1% | 65.6%+7.6pp | 78.8%-5.6pp | 67.2%+5.9pp |
| Annual return | 16.88% | 31.72%-14.8pp | 134.42%-117.5pp | 160.62%-143.7pp |
| Employer contribution / active EE | $352 | $3,137-88.8% | $4,818-92.7% | $2,670-86.8% |
| Participant deferral / active EE | $1,668 | $3,411-51.1% | $5,680-70.6% | $4,125-59.6% |
| Admin fee / account holder | $546 | $5,956-90.8% | $13,210-95.9% | $5,651-90.3% |