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 | $76,634 | $112,096-31.6% | $95,952-20.1% | $158,922-51.8% |
| Participation rate | 87.5% | 79.0%+8.5pp | 77.1%+10.4pp | 82.0%+5.5pp |
| Annual return | 18.17% | 171.09%-152.9pp | 91.61%-73.4pp | 302.83%-284.7pp |
| Employer contribution / active EE | $375 | $3,198-88.3% | $2,541-85.2% | $4,761-92.1% |
| Participant deferral / active EE | $2,928 | $4,784-38.8% | $4,167-29.7% | $5,982-51.1% |
| Admin fee / account holder | $492 | $10,130-95.1% | $6,795-92.8% | $11,246-95.6% |