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 | $50,442 | $83,337-39.5% | $67,834-25.6% | $273,961-81.6% |
| Participation rate | 87.5% | 76.4%+11.1pp | 68.8%+18.7pp | 83.0%+4.5pp |
| Annual return | 6.69% | 259.45%-252.8pp | 138.47%-131.8pp | 41.45%-34.8pp |
| Employer contribution / active EE | $458 | $3,287-86.1% | $2,403-80.9% | $4,869-90.6% |
| Participant deferral / active EE | $3,111 | $4,088-23.9% | $3,160-1.6% | $5,287-41.2% |
| Admin fee / account holder | $561 | $6,752-91.7% | $4,622-87.9% | $10,132-94.5% |