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 | $25,027 | $115,770-78.4% | $101,248-75.3% | $158,922-84.3% |
| Participation rate | 85.7% | 79.4%+6.3pp | 75.8%+9.9pp | 82.0%+3.8pp |
| Annual return | 42.34% | 56.14%-13.8pp | 46.47%-4.1pp | 302.83%-260.5pp |
| Employer contribution / active EE | $538 | $4,175-87.1% | $3,660-85.3% | $4,761-88.7% |
| Participant deferral / active EE | $4,657 | $4,957-6.1% | $4,370+6.6% | $5,982-22.1% |
| Admin fee / account holder | $1,889 | $7,245-73.9% | $5,945-68.2% | $11,246-83.2% |