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 | $53,940 | $165,984-67.5% | $164,813-67.3% | $145,922-63.0% |
| Participation rate | 85.0% | 82.0%+3.0pp | 78.6%+6.4pp | 80.3%+4.7pp |
| Annual return | 12.21% | 100.03%-87.8pp | 69.93%-57.7pp | 561.29%-549.1pp |
| Employer contribution / active EE | $500 | $5,273-90.5% | $4,341-88.5% | $4,660-89.3% |
| Participant deferral / active EE | $5,462 | $6,959-21.5% | $6,031-9.4% | $6,688-18.3% |
| Admin fee / account holder | $24,691 | $16,648+48.3% | $12,690+94.6% | $13,397+84.3% |