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 | $63,000 | $159,602-60.5% | $150,045-58.0% | $142,382-55.8% |
| Participation rate | 73.3% | 84.0%-10.6pp | 82.3%-9.0pp | 80.1%-6.8pp |
| Annual return | 17.23% | 70.24%-53.0pp | 62.55%-45.3pp | 217.08%-199.8pp |
| Employer contribution / active EE | $378 | $4,961-92.4% | $4,693-91.9% | $4,299-91.2% |
| Participant deferral / active EE | $4,839 | $8,310-41.8% | $7,997-39.5% | $6,507-25.6% |
| Admin fee / account holder | $889 | $14,846-94.0% | $13,435-93.4% | $12,624-93.0% |