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 | $21,453 | $99,020-78.3% | $86,590-75.2% | $147,584-85.5% |
| Participation rate | 73.9% | 76.3%-2.4pp | 73.5%+0.4pp | 82.8%-8.9pp |
| Annual return | 13.54% | 1312.34%-1298.8pp | 964.84%-951.3pp | 578.55%-565.0pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,366 | $3,972-40.4% | $3,609-34.4% | $5,439-56.5% |
| Admin fee / account holder | $5,395 | $5,710-5.5% | $4,906+10.0% | $10,885-50.4% |