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 | $240,020 | $162,781+47.5% | $133,956+79.2% | $158,922+51.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 7.19% | 41.94%-34.8pp | 45.09%-37.9pp | 302.83%-295.6pp |
| Employer contribution / active EE | $762 | $4,975-84.7% | $3,919-80.5% | $4,761-84.0% |
| Participant deferral / active EE | $4,800 | $5,911-18.8% | $5,048-4.9% | $5,982-19.8% |
| Admin fee / account holder | $767 | $11,736-93.5% | $8,927-91.4% | $11,246-93.2% |