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 | $59,777 | $105,998-43.6% | $92,233-35.2% | $147,584-59.5% |
| Participation rate | 85.7% | 80.4%+5.3pp | 76.5%+9.2pp | 82.8%+2.9pp |
| Annual return | 18.83% | 50.05%-31.2pp | 176.28%-157.4pp | 578.55%-559.7pp |
| Employer contribution / active EE | $251 | $4,333-94.2% | $3,679-93.2% | $4,876-94.8% |
| Participant deferral / active EE | $1,676 | $4,478-62.6% | $3,897-57.0% | $5,439-69.2% |
| Admin fee / account holder | $1,250 | $6,332-80.3% | $5,194-75.9% | $10,885-88.5% |