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 | $80,466 | $150,187-46.4% | $120,354-33.1% | $145,922-44.9% |
| Participation rate | 93.3% | 78.8%+14.6pp | 71.9%+21.4pp | 80.3%+13.1pp |
| Annual return | 12.05% | 154.07%-142.0pp | 107.15%-95.1pp | 561.29%-549.2pp |
| Employer contribution / active EE | $599 | $4,348-86.2% | $3,463-82.7% | $4,660-87.1% |
| Participant deferral / active EE | $3,506 | $6,173-43.2% | $4,991-29.8% | $6,688-47.6% |
| Admin fee / account holder | $9,250 | $12,207-24.2% | $9,423-1.8% | $13,397-31.0% |