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 | $20,429 | $126,574-83.9% | $106,213-80.8% | $145,922-86.0% |
| Participation rate | 75.0% | 77.6%-2.6pp | 75.3%-0.3pp | 80.3%-5.3pp |
| Annual return | 9.77% | 224.79%-215.0pp | 116.14%-106.4pp | 561.29%-551.5pp |
| Employer contribution / active EE | $450 | $3,730-87.9% | $3,171-85.8% | $4,660-90.3% |
| Participant deferral / active EE | $2,253 | $5,724-60.6% | $5,016-55.1% | $6,688-66.3% |
| Admin fee / account holder | $1,609 | $17,304-90.7% | $11,033-85.4% | $13,397-88.0% |