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 | $44,560 | $89,652-50.3% | $141,162-68.4% | $65,185-31.6% |
| Participation rate | 85.3% | 74.7%+10.6pp | 82.5%+2.8pp | 70.2%+15.1pp |
| Annual return | 21.53% | 32.79%-11.3pp | 71.39%-49.9pp | 29.38%-7.9pp |
| Employer contribution / active EE | $467 | $3,065-84.8% | $4,735-90.1% | $2,177-78.5% |
| Participant deferral / active EE | $3,904 | $5,691-31.4% | $6,709-41.8% | $3,514+11.1% |
| Admin fee / account holder | $11,516 | $569+1925.6% | $10,261+12.2% | $847+1259.5% |