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 | $124,167 | $155,788-20.3% | $124,672-0.4% | $167,490-25.9% |
| Participation rate | 73.3% | 81.1%-7.8pp | 74.6%-1.3pp | 82.1%-8.8pp |
| Annual return | 14.74% | 17.97%-3.2pp | 5142.93%-5128.2pp | 478.56%-463.8pp |
| Employer contribution / active EE | $757 | $4,163-81.8% | $3,324-77.2% | $4,837-84.4% |
| Participant deferral / active EE | $2,068 | $5,673-63.6% | $4,614-55.2% | $6,341-67.4% |
| Admin fee / account holder | $3,279 | $9,531-65.6% | $7,493-56.2% | $12,309-73.4% |