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 | $37,258 | $111,724-66.7% | $93,606-60.2% | $145,922-74.5% |
| Participation rate | 80.0% | 74.2%+5.8pp | 68.7%+11.3pp | 80.3%-0.3pp |
| Annual return | 9.64% | 202.98%-193.3pp | 133.20%-123.6pp | 561.29%-551.6pp |
| Employer contribution / active EE | $337 | $3,090-89.1% | $2,420-86.1% | $4,660-92.8% |
| Participant deferral / active EE | $5,875 | $4,912+19.6% | $4,411+33.2% | $6,688-12.2% |
| Admin fee / account holder | $5,807 | $10,250-43.3% | $8,285-29.9% | $13,397-56.7% |