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 | $23,475 | $85,202-72.4% | $172,739-86.4% | $72,985-67.8% |
| Participation rate | 96.7% | 70.1%+26.6pp | 82.6%+14.0pp | 69.5%+27.2pp |
| Annual return | 16.76% | 27.32%-10.6pp | 802.84%-786.1pp | 81.00%-64.2pp |
| Employer contribution / active EE | $352 | $3,324-89.4% | $5,143-93.2% | $2,440-85.6% |
| Participant deferral / active EE | $1,959 | $3,260-39.9% | $5,198-62.3% | $3,607-45.7% |
| Admin fee / account holder | $714 | $5,884-87.9% | $13,954-94.9% | $5,124-86.1% |