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 | $49,346 | $198,466-75.1% | $170,442-71.0% | $147,584-66.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 19.58% | 257.29%-237.7pp | 205.93%-186.3pp | 578.55%-559.0pp |
| Employer contribution / active EE | $267 | $6,184-95.7% | $5,433-95.1% | $4,876-94.5% |
| Participant deferral / active EE | $2,853 | $5,629-49.3% | $4,939-42.2% | $5,439-47.5% |
| Admin fee / account holder | $636 | $16,852-96.2% | $13,880-95.4% | $10,885-94.2% |