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 | $61,855 | $105,998-41.6% | $92,233-32.9% | $147,584-58.1% |
| Participation rate | 83.3% | 80.4%+2.9pp | 76.5%+6.9pp | 82.8%+0.5pp |
| Annual return | 22.74% | 50.05%-27.3pp | 176.28%-153.5pp | 578.55%-555.8pp |
| Employer contribution / active EE | $409 | $4,333-90.6% | $3,679-88.9% | $4,876-91.6% |
| Participant deferral / active EE | $4,686 | $4,478+4.6% | $3,897+20.3% | $5,439-13.8% |
| Admin fee / account holder | $1,426 | $6,332-77.5% | $5,194-72.5% | $10,885-86.9% |