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 | $61,899 | $149,734-58.7% | $118,925-48.0% | $158,922-61.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 16.30% | 19.95%-3.6pp | 35.88%-19.6pp | 302.83%-286.5pp |
| Employer contribution / active EE | $589 | $4,115-85.7% | $3,263-81.9% | $4,761-87.6% |
| Participant deferral / active EE | $5,568 | $5,223+6.6% | $4,265+30.6% | $5,982-6.9% |
| Admin fee / account holder | $356 | $8,603-95.9% | $6,581-94.6% | $11,246-96.8% |