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 | $53,519 | $133,922-60.0% | $116,228-54.0% | $142,382-62.4% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.6%+5.4pp | 80.1%-0.1pp |
| Annual return | 15.58% | 147.76%-132.2pp | 90.06%-74.5pp | 217.08%-201.5pp |
| Employer contribution / active EE | $305 | $3,446-91.1% | $2,994-89.8% | $4,299-92.9% |
| Participant deferral / active EE | $6,950 | $5,672+22.5% | $4,953+40.3% | $6,507+6.8% |
| Admin fee / account holder | $742 | $14,945-95.0% | $11,989-93.8% | $12,624-94.1% |