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 | $70,105 | $149,734-53.2% | $118,925-41.1% | $158,922-55.9% |
| Participation rate | 92.3% | 82.1%+10.2pp | 75.4%+16.9pp | 82.0%+10.3pp |
| Annual return | 13.67% | 19.95%-6.3pp | 35.88%-22.2pp | 302.83%-289.2pp |
| Employer contribution / active EE | $300 | $4,115-92.7% | $3,263-90.8% | $4,761-93.7% |
| Participant deferral / active EE | $2,839 | $5,223-45.7% | $4,265-33.4% | $5,982-52.5% |
| Admin fee / account holder | $1,352 | $8,603-84.3% | $6,581-79.5% | $11,246-88.0% |