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 4-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 | $46,693 | $90,348-48.3% | $75,972-38.5% | $145,922-68.0% |
| Participation rate | 93.8% | 74.5%+19.3pp | 69.1%+24.7pp | 80.3%+13.5pp |
| Annual return | 11.87% | 620.88%-609.0pp | 359.55%-347.7pp | 561.29%-549.4pp |
| Employer contribution / active EE | $274 | $3,311-91.7% | $2,685-89.8% | $4,660-94.1% |
| Participant deferral / active EE | $1,361 | $5,162-73.6% | $4,255-68.0% | $6,688-79.6% |
| Admin fee / account holder | $415 | $8,467-95.1% | $6,467-93.6% | $13,397-96.9% |