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 | $55,281 | $152,587-63.8% | $125,175-55.8% | $152,861-63.8% |
| Participation rate | 95.2% | 83.3%+11.9pp | 79.8%+15.5pp | 82.4%+12.8pp |
| Annual return | 23.70% | 54.84%-31.1pp | 43.79%-20.1pp | 345.32%-321.6pp |
| Employer contribution / active EE | $517 | $4,946-89.5% | $3,865-86.6% | $4,762-89.1% |
| Participant deferral / active EE | $4,675 | $5,868-20.3% | $4,937-5.3% | $5,850-20.1% |
| Admin fee / account holder | $405 | $13,434-97.0% | $9,702-95.8% | $11,596-96.5% |