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 | $18,748 | $58,208-67.8% | $81,812-77.1% | $80,856-76.8% |
| Participation rate | 87.5% | 63.4%+24.1pp | 72.3%+15.2pp | 67.6%+19.9pp |
| Annual return | 18.18% | 41.66%-23.5pp | 773.79%-755.6pp | 35.59%-17.4pp |
| Employer contribution / active EE | $273 | $2,340-88.3% | $2,912-90.6% | $2,755-90.1% |
| Participant deferral / active EE | $1,083 | $3,281-67.0% | $4,319-74.9% | $4,296-74.8% |
| Admin fee / account holder | $1,265 | $4,981-74.6% | $7,386-82.9% | $6,918-81.7% |