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 | $59,588 | $100,041-40.4% | $149,718-60.2% | $70,131-15.0% |
| Participation rate | 80.0% | 83.6%-3.6pp | 87.1%-7.1pp | 69.5%+10.5pp |
| Annual return | 19.15% | 27.43%-8.3pp | 1501.63%-1482.5pp | 73.14%-54.0pp |
| Employer contribution / active EE | $999 | $3,662-72.7% | $5,445-81.7% | $2,342-57.4% |
| Participant deferral / active EE | $3,452 | $4,983-30.7% | $6,569-47.5% | $3,332+3.6% |
| Admin fee / account holder | $353 | $8,286-95.7% | $11,283-96.9% | $4,645-92.4% |