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 | $86,483 | $115,770-25.3% | $101,248-14.6% | $158,922-45.6% |
| Participation rate | 76.2% | 79.4%-3.2pp | 75.8%+0.4pp | 82.0%-5.8pp |
| Annual return | 11.43% | 56.14%-44.7pp | 46.47%-35.0pp | 302.83%-291.4pp |
| Employer contribution / active EE | $734 | $4,175-82.4% | $3,660-79.9% | $4,761-84.6% |
| Participant deferral / active EE | $4,105 | $4,957-17.2% | $4,370-6.1% | $5,982-31.4% |
| Admin fee / account holder | $434 | $7,245-94.0% | $5,945-92.7% | $11,246-96.1% |