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 | $55,178 | $101,317-45.5% | $146,958-62.5% | $74,495-25.9% |
| Participation rate | 91.8% | 75.5%+16.3pp | 82.2%+9.6pp | 67.2%+24.6pp |
| Annual return | 14.32% | 8730.91%-8716.6pp | 418.34%-404.0pp | 1364.94%-1350.6pp |
| Employer contribution / active EE | $873 | $3,810-77.1% | $4,933-82.3% | $2,623-66.7% |
| Participant deferral / active EE | $5,454 | $7,303-25.3% | $8,070-32.4% | $4,346+25.5% |
| Admin fee / account holder | $1,135 | $1,739-34.8% | $12,998-91.3% | $1,942-41.6% |