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 | $112,354 | $126,574-11.2% | $106,213+5.8% | $145,922-23.0% |
| Participation rate | 85.7% | 77.6%+8.1pp | 75.3%+10.4pp | 80.3%+5.4pp |
| Annual return | 12.32% | 224.79%-212.5pp | 116.14%-103.8pp | 561.29%-549.0pp |
| Employer contribution / active EE | $286 | $3,730-92.3% | $3,171-91.0% | $4,660-93.9% |
| Participant deferral / active EE | $5,726 | $5,7240% | $5,016+14.1% | $6,688-14.4% |
| Admin fee / account holder | $37,162 | $17,304+114.8% | $11,033+236.8% | $13,397+177.4% |