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 | $88,066 | $210,648-58.2% | $177,989-50.5% | $145,922-39.6% |
| Participation rate | 86.4% | 80.8%+5.6pp | 77.1%+9.3pp | 80.3%+6.1pp |
| Annual return | 15.08% | 385.86%-370.8pp | 294.48%-279.4pp | 561.29%-546.2pp |
| Employer contribution / active EE | $462 | $4,565-89.9% | $3,949-88.3% | $4,660-90.1% |
| Participant deferral / active EE | $4,618 | $6,958-33.6% | $6,276-26.4% | $6,688-30.9% |
| Admin fee / account holder | $134,938 | $12,013+1023.3% | $10,363+1202.1% | $13,397+907.2% |