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 | $96,883 | $100,041-3.2% | $149,718-35.3% | $70,131+38.1% |
| Participation rate | 92.9% | 83.6%+9.3pp | 87.1%+5.8pp | 69.5%+23.3pp |
| Annual return | 13.73% | 27.43%-13.7pp | 1501.63%-1487.9pp | 73.14%-59.4pp |
| Employer contribution / active EE | $747 | $3,662-79.6% | $5,445-86.3% | $2,342-68.1% |
| Participant deferral / active EE | $3,183 | $4,983-36.1% | $6,569-51.5% | $3,332-4.5% |
| Admin fee / account holder | $330 | $8,286-96.0% | $11,283-97.1% | $4,645-92.9% |