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 | $52,147 | $86,286-39.6% | $111,297-53.1% | $85,850-39.3% |
| Participation rate | 86.0% | 73.3%+12.7pp | 77.3%+8.7pp | 69.3%+16.7pp |
| Annual return | 11.79% | 19.99%-8.2pp | 54.65%-42.9pp | 318.53%-306.7pp |
| Employer contribution / active EE | $408 | $2,043-80.0% | $2,731-85.1% | $2,565-84.1% |
| Participant deferral / active EE | $4,081 | $3,641+12.1% | $4,487-9.1% | $3,952+3.3% |
| Admin fee / account holder | $2,646 | $8,188-67.7% | $7,964-66.8% | $6,260-57.7% |