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 | $78,355 | $118,680-34.0% | $98,907-20.8% | $158,922-50.7% |
| Participation rate | 72.2% | 77.8%-5.6pp | 76.0%-3.8pp | 82.0%-9.7pp |
| Annual return | 15.65% | 372.35%-356.7pp | 196.43%-180.8pp | 302.83%-287.2pp |
| Employer contribution / active EE | $411 | $3,333-87.7% | $2,689-84.7% | $4,761-91.4% |
| Participant deferral / active EE | $2,435 | $5,088-52.1% | $4,244-42.6% | $5,982-59.3% |
| Admin fee / account holder | $985 | $10,131-90.3% | $6,642-85.2% | $11,246-91.2% |