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 | $44,137 | $112,096-60.6% | $95,952-54.0% | $158,922-72.2% |
| Participation rate | 83.3% | 79.0%+4.4pp | 77.1%+6.3pp | 82.0%+1.4pp |
| Annual return | 18.13% | 171.09%-153.0pp | 91.61%-73.5pp | 302.83%-284.7pp |
| Employer contribution / active EE | $635 | $3,198-80.1% | $2,541-75.0% | $4,761-86.7% |
| Participant deferral / active EE | $3,675 | $4,784-23.2% | $4,167-11.8% | $5,982-38.6% |
| Admin fee / account holder | $2,042 | $10,130-79.8% | $6,795-69.9% | $11,246-81.8% |