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 | $45,291 | $155,788-70.9% | $124,672-63.7% | $167,490-73.0% |
| Participation rate | 94.4% | 81.1%+13.3pp | 74.6%+19.8pp | 82.1%+12.3pp |
| Annual return | 14.33% | 17.97%-3.6pp | 5142.93%-5128.6pp | 478.56%-464.2pp |
| Employer contribution / active EE | $653 | $4,163-84.3% | $3,324-80.4% | $4,837-86.5% |
| Participant deferral / active EE | $2,519 | $5,673-55.6% | $4,614-45.4% | $6,341-60.3% |
| Admin fee / account holder | $627 | $9,531-93.4% | $7,493-91.6% | $12,309-94.9% |