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 | $81,986 | $117,841-30.4% | $102,423-20.0% | $145,922-43.8% |
| Participation rate | 87.0% | 78.6%+8.4pp | 76.5%+10.5pp | 80.3%+6.7pp |
| Annual return | 14.41% | 31.65%-17.2pp | 29.32%-14.9pp | 561.29%-546.9pp |
| Employer contribution / active EE | $843 | $3,615-76.7% | $3,023-72.1% | $4,660-81.9% |
| Participant deferral / active EE | $3,568 | $5,731-37.7% | $5,053-29.4% | $6,688-46.6% |
| Admin fee / account holder | $6,329 | $13,326-52.5% | $9,451-33.0% | $13,397-52.8% |