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 | $56,802 | $107,934-47.4% | $91,989-38.3% | $152,861-62.8% |
| Participation rate | 88.9% | 81.2%+7.7pp | 78.6%+10.3pp | 82.4%+6.4pp |
| Annual return | 23.70% | 89.24%-65.5pp | 69.02%-45.3pp | 345.32%-321.6pp |
| Employer contribution / active EE | $393 | $4,210-90.7% | $3,452-88.6% | $4,762-91.7% |
| Participant deferral / active EE | $6,100 | $6,364-4.2% | $5,923+3.0% | $5,850+4.3% |
| Admin fee / account holder | $839 | $10,520-92.0% | $7,743-89.2% | $11,596-92.8% |