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 | $82,614 | $176,812-53.3% | $146,665-43.7% | $167,490-50.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 11.41% | 24.03%-12.6pp | 22.74%-11.3pp | 478.56%-467.1pp |
| Employer contribution / active EE | $600 | $5,160-88.4% | $4,136-85.5% | $4,837-87.6% |
| Participant deferral / active EE | $3,441 | $6,440-46.6% | $5,506-37.5% | $6,341-45.7% |
| Admin fee / account holder | $4,212 | $13,259-68.2% | $10,280-59.0% | $12,309-65.8% |