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 | $45,253 | $105,998-57.3% | $92,233-50.9% | $147,584-69.3% |
| Participation rate | 93.8% | 80.4%+13.3pp | 76.5%+17.3pp | 82.8%+10.9pp |
| Annual return | 21.49% | 50.05%-28.6pp | 176.28%-154.8pp | 578.55%-557.1pp |
| Employer contribution / active EE | $580 | $4,333-86.6% | $3,679-84.2% | $4,876-88.1% |
| Participant deferral / active EE | $4,208 | $4,478-6.0% | $3,897+8.0% | $5,439-22.6% |
| Admin fee / account holder | $330 | $6,332-94.8% | $5,194-93.7% | $10,885-97.0% |