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 | $32,464 | $76,000-57.3% | $154,107-78.9% | $64,186-49.4% |
| Participation rate | 96.4% | 70.4%+26.0pp | 83.0%+13.4pp | 69.6%+26.9pp |
| Annual return | 36.60% | 30.32%+6.3pp | 735.12%-698.5pp | 7.63%+29.0pp |
| Employer contribution / active EE | $228 | $3,351-93.2% | $5,298-95.7% | $2,381-90.4% |
| Participant deferral / active EE | $2,150 | $3,175-32.3% | $5,081-57.7% | $3,470-38.0% |
| Admin fee / account holder | $1,287 | $5,596-77.0% | $13,411-90.4% | $4,888-73.7% |