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 | $78,078 | $152,587-48.8% | $125,175-37.6% | $152,861-48.9% |
| Participation rate | 91.7% | 83.3%+8.3pp | 79.8%+11.9pp | 82.4%+9.2pp |
| Annual return | 20.04% | 54.84%-34.8pp | 43.79%-23.8pp | 345.32%-325.3pp |
| Employer contribution / active EE | $725 | $4,946-85.3% | $3,865-81.3% | $4,762-84.8% |
| Participant deferral / active EE | $3,281 | $5,868-44.1% | $4,937-33.5% | $5,850-43.9% |
| Admin fee / account holder | $16,844 | $13,434+25.4% | $9,702+73.6% | $11,596+45.2% |