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 | $23,301 | $177,572-86.9% | $154,803-84.9% | $142,382-83.6% |
| Participation rate | 81.8% | 82.1%-0.2pp | 78.1%+3.7pp | 80.1%+1.7pp |
| Annual return | 14.29% | 65.07%-50.8pp | 58.88%-44.6pp | 217.08%-202.8pp |
| Employer contribution / active EE | $658 | $4,810-86.3% | $4,305-84.7% | $4,299-84.7% |
| Participant deferral / active EE | $1,919 | $6,272-69.4% | $5,540-65.4% | $6,507-70.5% |
| Admin fee / account holder | $306 | $16,786-98.2% | $14,329-97.9% | $12,624-97.6% |