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 | $37,747 | $68,097-44.6% | $62,929-40.0% | $137,256-72.5% |
| Participation rate | 76.9% | 77.4%-0.5pp | 73.1%+3.8pp | 80.0%-3.0pp |
| Annual return | 16.31% | 1859.11%-1842.8pp | 1063.93%-1047.6pp | 220.34%-204.0pp |
| Employer contribution / active EE | $162 | $2,811-94.3% | $2,505-93.6% | $4,156-96.1% |
| Participant deferral / active EE | $3,187 | $4,553-30.0% | $3,888-18.0% | $6,407-50.2% |
| Admin fee / account holder | $462 | $6,521-92.9% | $5,065-90.9% | $12,270-96.2% |