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 | $50,994 | $201,272-74.7% | $184,203-72.3% | $145,922-65.1% |
| Participation rate | 83.3% | 87.5%-4.2pp | 86.8%-3.5pp | 80.3%+3.1pp |
| Annual return | 13.09% | 29.00%-15.9pp | 28.81%-15.7pp | 561.29%-548.2pp |
| Employer contribution / active EE | $1,273 | $7,022-81.9% | $6,427-80.2% | $4,660-72.7% |
| Participant deferral / active EE | $3,108 | $9,806-68.3% | $9,131-66.0% | $6,688-53.5% |
| Admin fee / account holder | $1,125 | $16,364-93.1% | $13,901-91.9% | $13,397-91.6% |