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 | $68,068 | $165,984-59.0% | $164,813-58.7% | $145,922-53.4% |
| Participation rate | 90.9% | 82.0%+8.9pp | 78.6%+12.3pp | 80.3%+10.6pp |
| Annual return | 12.28% | 100.03%-87.8pp | 69.93%-57.7pp | 561.29%-549.0pp |
| Employer contribution / active EE | $1,019 | $5,273-80.7% | $4,341-76.5% | $4,660-78.1% |
| Participant deferral / active EE | $3,392 | $6,959-51.3% | $6,031-43.8% | $6,688-49.3% |
| Admin fee / account holder | $1,242 | $16,648-92.5% | $12,690-90.2% | $13,397-90.7% |