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 | $86,319 | $115,770-25.4% | $101,248-14.7% | $158,922-45.7% |
| Participation rate | 87.5% | 79.4%+8.1pp | 75.8%+11.7pp | 82.0%+5.5pp |
| Annual return | 14.35% | 56.14%-41.8pp | 46.47%-32.1pp | 302.83%-288.5pp |
| Employer contribution / active EE | $500 | $4,175-88.0% | $3,660-86.3% | $4,761-89.5% |
| Participant deferral / active EE | $7,892 | $4,957+59.2% | $4,370+80.6% | $5,982+31.9% |
| Admin fee / account holder | $32,023 | $7,245+342.0% | $5,945+438.6% | $11,246+184.8% |