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 | $23,479 | $126,574-81.5% | $106,213-77.9% | $145,922-83.9% |
| Participation rate | 88.9% | 77.6%+11.3pp | 75.3%+13.6pp | 80.3%+8.6pp |
| Annual return | 10.37% | 224.79%-214.4pp | 116.14%-105.8pp | 561.29%-550.9pp |
| Employer contribution / active EE | $531 | $3,730-85.8% | $3,171-83.2% | $4,660-88.6% |
| Participant deferral / active EE | $2,125 | $5,724-62.9% | $5,016-57.6% | $6,688-68.2% |
| Admin fee / account holder | $1,887 | $17,304-89.1% | $11,033-82.9% | $13,397-85.9% |