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 | $68,365 | $165,984-58.8% | $164,813-58.5% | $145,922-53.1% |
| Participation rate | 79.2% | 82.0%-2.8pp | 78.6%+0.6pp | 80.3%-1.1pp |
| Annual return | 21.76% | 100.03%-78.3pp | 69.93%-48.2pp | 561.29%-539.5pp |
| Employer contribution / active EE | $1,038 | $5,273-80.3% | $4,341-76.1% | $4,660-77.7% |
| Participant deferral / active EE | $3,620 | $6,959-48.0% | $6,031-40.0% | $6,688-45.9% |
| Admin fee / account holder | $2,688 | $16,648-83.9% | $12,690-78.8% | $13,397-79.9% |