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 | $69,275 | $152,587-54.6% | $125,175-44.7% | $152,861-54.7% |
| Participation rate | 87.5% | 83.3%+4.2pp | 79.8%+7.7pp | 82.4%+5.1pp |
| Annual return | 19.31% | 54.84%-35.5pp | 43.79%-24.5pp | 345.32%-326.0pp |
| Employer contribution / active EE | $858 | $4,946-82.7% | $3,865-77.8% | $4,762-82.0% |
| Participant deferral / active EE | $5,825 | $5,868-0.7% | $4,937+18.0% | $5,850-0.4% |
| Admin fee / account holder | $323 | $13,434-97.6% | $9,702-96.7% | $11,596-97.2% |