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 | $60,640 | $162,781-62.7% | $133,956-54.7% | $158,922-61.8% |
| Participation rate | 95.2% | 83.2%+12.0pp | 79.8%+15.4pp | 82.0%+13.3pp |
| Annual return | 10.82% | 41.94%-31.1pp | 45.09%-34.3pp | 302.83%-292.0pp |
| Employer contribution / active EE | $846 | $4,975-83.0% | $3,919-78.4% | $4,761-82.2% |
| Participant deferral / active EE | $2,000 | $5,911-66.2% | $5,048-60.4% | $5,982-66.6% |
| Admin fee / account holder | $12,305 | $11,736+4.8% | $8,927+37.8% | $11,246+9.4% |