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 | $55,798 | $105,998-47.4% | $92,233-39.5% | $147,584-62.2% |
| Participation rate | 73.7% | 80.4%-6.7pp | 76.5%-2.8pp | 82.8%-9.1pp |
| Annual return | 14.83% | 50.05%-35.2pp | 176.28%-161.4pp | 578.55%-563.7pp |
| Employer contribution / active EE | $648 | $4,333-85.0% | $3,679-82.4% | $4,876-86.7% |
| Participant deferral / active EE | $1,580 | $4,478-64.7% | $3,897-59.5% | $5,439-71.0% |
| Admin fee / account holder | $603 | $6,332-90.5% | $5,194-88.4% | $10,885-94.5% |