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 | $64,512 | $155,788-58.6% | $124,672-48.3% | $167,490-61.5% |
| Participation rate | 89.5% | 81.1%+8.4pp | 74.6%+14.9pp | 82.1%+7.4pp |
| Annual return | 11.46% | 17.97%-6.5pp | 5142.93%-5131.5pp | 478.56%-467.1pp |
| Employer contribution / active EE | $682 | $4,163-83.6% | $3,324-79.5% | $4,837-85.9% |
| Participant deferral / active EE | $3,846 | $5,673-32.2% | $4,614-16.6% | $6,341-39.3% |
| Admin fee / account holder | $313 | $9,531-96.7% | $7,493-95.8% | $12,309-97.5% |