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 | $82,679 | $117,841-29.8% | $102,423-19.3% | $145,922-43.3% |
| Participation rate | 95.5% | 78.6%+16.9pp | 76.5%+19.0pp | 80.3%+15.2pp |
| Annual return | 12.77% | 31.65%-18.9pp | 29.32%-16.6pp | 561.29%-548.5pp |
| Employer contribution / active EE | $678 | $3,615-81.2% | $3,023-77.6% | $4,660-85.5% |
| Participant deferral / active EE | $5,301 | $5,731-7.5% | $5,053+4.9% | $6,688-20.7% |
| Admin fee / account holder | $1,849 | $13,326-86.1% | $9,451-80.4% | $13,397-86.2% |