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 | $54,179 | $111,754-51.5% | $103,333-47.6% | $145,922-62.9% |
| Participation rate | 77.8% | 77.9%-0.2pp | 74.5%+3.3pp | 80.3%-2.5pp |
| Annual return | 25.96% | 24.77%+1.2pp | 24.88%+1.1pp | 561.29%-535.3pp |
| Employer contribution / active EE | $387 | $4,212-90.8% | $3,868-90.0% | $4,660-91.7% |
| Participant deferral / active EE | $2,715 | $5,619-51.7% | $5,057-46.3% | $6,688-59.4% |
| Admin fee / account holder | $3,030 | $9,750-68.9% | $8,355-63.7% | $13,397-77.4% |