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 | $39,953 | $165,984-75.9% | $164,813-75.8% | $145,922-72.6% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.6%+7.1pp | 80.3%+5.4pp |
| Annual return | 18.75% | 100.03%-81.3pp | 69.93%-51.2pp | 561.29%-542.5pp |
| Employer contribution / active EE | $868 | $5,273-83.5% | $4,341-80.0% | $4,660-81.4% |
| Participant deferral / active EE | $7,169 | $6,959+3.0% | $6,031+18.9% | $6,688+7.2% |
| Admin fee / account holder | $1,442 | $16,648-91.3% | $12,690-88.6% | $13,397-89.2% |