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 | $29,093 | $102,604-71.6% | $86,188-66.2% | $139,434-79.1% |
| Participation rate | 94.1% | 74.5%+19.6pp | 69.0%+25.2pp | 80.3%+13.8pp |
| Annual return | 11.73% | 1922.51%-1910.8pp | 1168.45%-1156.7pp | 372.94%-361.2pp |
| Employer contribution / active EE | $341 | $3,032-88.7% | $2,380-85.7% | $4,751-92.8% |
| Participant deferral / active EE | $5,131 | $4,676+9.7% | $3,985+28.7% | $6,710-23.5% |
| Admin fee / account holder | $10,697 | $8,657+23.6% | $6,852+56.1% | $11,403-6.2% |