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 | $51,541 | $185,822-72.3% | $169,993-69.7% | $139,434-63.0% |
| Participation rate | 83.3% | 87.8%-4.4pp | 87.0%-3.7pp | 80.3%+3.0pp |
| Annual return | 24.03% | 60.50%-36.5pp | 53.37%-29.3pp | 372.94%-348.9pp |
| Employer contribution / active EE | $1,337 | $7,590-82.4% | $6,785-80.3% | $4,751-71.9% |
| Participant deferral / active EE | $7,859 | $11,622-32.4% | $10,408-24.5% | $6,710+17.1% |
| Admin fee / account holder | $317 | $15,381-97.9% | $12,815-97.5% | $11,403-97.2% |