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 | $142,018 | $183,519-22.6% | $155,509-8.7% | $145,922-2.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.93% | 61.17%-48.2pp | 64.67%-51.7pp | 561.29%-548.4pp |
| Employer contribution / active EE | $973 | $5,313-81.7% | $4,672-79.2% | $4,660-79.1% |
| Participant deferral / active EE | $7,757 | $6,462+20.0% | $5,626+37.9% | $6,688+16.0% |
| Admin fee / account holder | $3,198 | $19,313-83.4% | $15,912-79.9% | $13,397-76.1% |