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 | $96,925 | $183,519-47.2% | $155,509-37.7% | $145,922-33.6% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 12.32% | 61.17%-48.8pp | 64.67%-52.3pp | 561.29%-549.0pp |
| Employer contribution / active EE | $188 | $5,313-96.5% | $4,672-96.0% | $4,660-96.0% |
| Participant deferral / active EE | $6,458 | $6,462-0.1% | $5,626+14.8% | $6,688-3.4% |
| Admin fee / account holder | $14,525 | $19,313-24.8% | $15,912-8.7% | $13,397+8.4% |