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 | $29,042 | $107,334-72.9% | $92,893-68.7% | $152,861-81.0% |
| Participation rate | 94.1% | 79.8%+14.3pp | 76.0%+18.1pp | 82.4%+11.7pp |
| Annual return | 16.59% | 145.58%-129.0pp | 109.41%-92.8pp | 345.32%-328.7pp |
| Employer contribution / active EE | $243 | $4,221-94.2% | $3,653-93.4% | $4,762-94.9% |
| Participant deferral / active EE | $2,844 | $4,845-41.3% | $4,236-32.9% | $5,850-51.4% |
| Admin fee / account holder | $8,568 | $7,079+21.0% | $5,794+47.9% | $11,596-26.1% |