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 | $52,370 | $54,558-4.0% | $76,002-31.1% | $74,546-29.7% |
| Participation rate | 70.8% | 60.3%+10.5pp | 69.1%+1.7pp | 67.2%+3.6pp |
| Annual return | 18.57% | 31.83%-13.3pp | 360.07%-341.5pp | 1366.03%-1347.5pp |
| Employer contribution / active EE | $323 | $1,778-81.8% | $2,688-88.0% | $2,624-87.7% |
| Participant deferral / active EE | $3,162 | $3,065+3.2% | $4,257-25.7% | $4,347-27.3% |
| Admin fee / account holder | $1,918 | $2,232-14.1% | $6,414-70.1% | $1,944-1.3% |