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 | $76,945 | $99,079-22.3% | $77,999-1.4% | $273,961-71.9% |
| Participation rate | 84.6% | 78.6%+6.0pp | 75.5%+9.1pp | 83.0%+1.6pp |
| Annual return | 12.73% | 217.93%-205.2pp | 425.96%-413.2pp | 41.45%-28.7pp |
| Employer contribution / active EE | $385 | $3,308-88.4% | $2,470-84.4% | $4,869-92.1% |
| Participant deferral / active EE | $2,726 | $4,306-36.7% | $3,497-22.0% | $5,287-48.4% |
| Admin fee / account holder | $6,438 | $8,954-28.1% | $5,480+17.5% | $10,132-36.5% |