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 | $29,949 | $175,202-82.9% | $149,673-80.0% | $139,434-78.5% |
| Participation rate | 85.7% | 83.4%+2.3pp | 78.8%+6.9pp | 80.3%+5.4pp |
| Annual return | 18.24% | 166.71%-148.5pp | 134.42%-116.2pp | 372.94%-354.7pp |
| Employer contribution / active EE | $594 | $5,474-89.1% | $4,818-87.7% | $4,751-87.5% |
| Participant deferral / active EE | $3,481 | $6,519-46.6% | $5,680-38.7% | $6,710-48.1% |
| Admin fee / account holder | $7,366 | $16,150-54.4% | $13,210-44.2% | $11,403-35.4% |