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 | $58,224 | $157,256-63.0% | $141,162-58.8% | $152,861-61.9% |
| Participation rate | 72.7% | 84.8%-12.1pp | 82.5%-9.7pp | 82.4%-9.7pp |
| Annual return | 18.08% | 64.32%-46.2pp | 71.39%-53.3pp | 345.32%-327.2pp |
| Employer contribution / active EE | $551 | $5,261-89.5% | $4,735-88.4% | $4,762-88.4% |
| Participant deferral / active EE | $4,231 | $7,109-40.5% | $6,709-36.9% | $5,850-27.7% |
| Admin fee / account holder | $349 | $12,120-97.1% | $10,261-96.6% | $11,596-97.0% |