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 | $26,043 | $105,998-75.4% | $92,233-71.8% | $147,584-82.4% |
| Participation rate | 81.3% | 80.4%+0.8pp | 76.5%+4.8pp | 82.8%-1.6pp |
| Annual return | 15.96% | 50.05%-34.1pp | 176.28%-160.3pp | 578.55%-562.6pp |
| Employer contribution / active EE | $652 | $4,333-84.9% | $3,679-82.3% | $4,876-86.6% |
| Participant deferral / active EE | $1,416 | $4,478-68.4% | $3,897-63.7% | $5,439-74.0% |
| Admin fee / account holder | $751 | $6,332-88.1% | $5,194-85.5% | $10,885-93.1% |