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 | $56,478 | $100,041-43.5% | $149,718-62.3% | $70,131-19.5% |
| Participation rate | 92.0% | 83.6%+8.4pp | 87.1%+4.9pp | 69.5%+22.5pp |
| Annual return | 15.95% | 27.43%-11.5pp | 1501.63%-1485.7pp | 73.14%-57.2pp |
| Employer contribution / active EE | $1,061 | $3,662-71.0% | $5,445-80.5% | $2,342-54.7% |
| Participant deferral / active EE | $2,707 | $4,983-45.7% | $6,569-58.8% | $3,332-18.8% |
| Admin fee / account holder | $3,529 | $8,286-57.4% | $11,283-68.7% | $4,645-24.0% |