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 | $62,317 | $111,724-44.2% | $93,606-33.4% | $145,922-57.3% |
| Participation rate | 81.8% | 74.2%+7.6pp | 68.7%+13.1pp | 80.3%+1.5pp |
| Annual return | 13.46% | 202.98%-189.5pp | 133.20%-119.7pp | 561.29%-547.8pp |
| Employer contribution / active EE | $493 | $3,090-84.1% | $2,420-79.6% | $4,660-89.4% |
| Participant deferral / active EE | $2,516 | $4,912-48.8% | $4,411-43.0% | $6,688-62.4% |
| Admin fee / account holder | $795 | $10,250-92.2% | $8,285-90.4% | $13,397-94.1% |