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 | $59,440 | $100,041-40.6% | $149,718-60.3% | $70,131-15.2% |
| Participation rate | 84.0% | 83.6%+0.4pp | 87.1%-3.1pp | 69.5%+14.5pp |
| Annual return | 14.83% | 27.43%-12.6pp | 1501.63%-1486.8pp | 73.14%-58.3pp |
| Employer contribution / active EE | $323 | $3,662-91.2% | $5,445-94.1% | $2,342-86.2% |
| Participant deferral / active EE | $2,533 | $4,983-49.2% | $6,569-61.4% | $3,332-24.0% |
| Admin fee / account holder | $699 | $8,286-91.6% | $11,283-93.8% | $4,645-85.0% |