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 | $34,593 | $63,346-45.4% | $92,233-62.5% | $70,131-50.7% |
| Participation rate | 87.7% | 68.7%+19.0pp | 76.5%+11.2pp | 69.5%+18.1pp |
| Annual return | 14.45% | 530.12%-515.7pp | 176.28%-161.8pp | 73.14%-58.7pp |
| Employer contribution / active EE | $324 | $2,471-86.9% | $3,679-91.2% | $2,342-86.2% |
| Participant deferral / active EE | $1,320 | $2,854-53.7% | $3,897-66.1% | $3,332-60.4% |
| Admin fee / account holder | $345 | $3,840-91.0% | $5,194-93.4% | $4,645-92.6% |