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 | $53,053 | $102,604-48.3% | $86,188-38.4% | $139,434-62.0% |
| Participation rate | 73.3% | 74.5%-1.2pp | 69.0%+4.4pp | 80.3%-7.0pp |
| Annual return | 20.29% | 1922.51%-1902.2pp | 1168.45%-1148.2pp | 372.94%-352.7pp |
| Employer contribution / active EE | $352 | $3,032-88.4% | $2,380-85.2% | $4,751-92.6% |
| Participant deferral / active EE | $1,837 | $4,676-60.7% | $3,985-53.9% | $6,710-72.6% |
| Admin fee / account holder | $2,647 | $8,657-69.4% | $6,852-61.4% | $11,403-76.8% |