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 | $26,802 | $83,902-68.1% | $167,512-84.0% | $84,808-68.4% |
| Participation rate | 76.4% | 66.5%+9.9pp | 77.1%-0.7pp | 68.3%+8.1pp |
| Annual return | 19.76% | 91.55%-71.8pp | 1615.79%-1596.0pp | 40.90%-21.1pp |
| Employer contribution / active EE | $170 | $2,264-92.5% | $3,882-95.6% | $2,631-93.5% |
| Participant deferral / active EE | $4,132 | $4,442-7.0% | $6,405-35.5% | $4,212-1.9% |
| Admin fee / account holder | $339 | $7,915-95.7% | $9,769-96.5% | $7,344-95.4% |