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 | $35,414 | $112,096-68.4% | $95,952-63.1% | $158,922-77.7% |
| Participation rate | 94.4% | 79.0%+15.5pp | 77.1%+17.4pp | 82.0%+12.5pp |
| Annual return | 11.55% | 171.09%-159.5pp | 91.61%-80.1pp | 302.83%-291.3pp |
| Employer contribution / active EE | -$2,014 | $3,198-163.0% | $2,541-179.3% | $4,761-142.3% |
| Participant deferral / active EE | $3,150 | $4,784-34.2% | $4,167-24.4% | $5,982-47.3% |
| Admin fee / account holder | $20,153 | $10,130+98.9% | $6,795+196.6% | $11,246+79.2% |