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 | $64,186 | $144,119-55.5% | $117,854-45.5% | $147,584-56.5% |
| Participation rate | 94.7% | 83.4%+11.3pp | 79.7%+15.1pp | 82.8%+11.9pp |
| Annual return | 17.90% | 531.15%-513.2pp | 335.08%-317.2pp | 578.55%-560.6pp |
| Employer contribution / active EE | $574 | $4,896-88.3% | $3,786-84.8% | $4,876-88.2% |
| Participant deferral / active EE | $3,287 | $5,316-38.2% | $4,482-26.7% | $5,439-39.6% |
| Admin fee / account holder | $954 | $10,886-91.2% | $8,020-88.1% | $10,885-91.2% |