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 | $45,871 | $125,758-63.5% | $169,993-73.0% | $75,163-39.0% |
| Participation rate | 83.3% | 83.6%-0.3pp | 87.0%-3.7pp | 67.2%+16.1pp |
| Annual return | 18.22% | 27.20%-9.0pp | 53.37%-35.2pp | 160.62%-142.4pp |
| Employer contribution / active EE | $1,247 | $4,615-73.0% | $6,785-81.6% | $2,670-53.3% |
| Participant deferral / active EE | $4,199 | $6,837-38.6% | $10,408-59.7% | $4,125+1.8% |
| Admin fee / account holder | $4,286 | $8,173-47.6% | $12,815-66.6% | $5,651-24.2% |