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 | $55,277 | $155,788-64.5% | $124,672-55.7% | $167,490-67.0% |
| Participation rate | 77.3% | 81.1%-3.8pp | 74.6%+2.7pp | 82.1%-4.8pp |
| Annual return | 14.07% | 17.97%-3.9pp | 5142.93%-5128.9pp | 478.56%-464.5pp |
| Employer contribution / active EE | $376 | $4,163-91.0% | $3,324-88.7% | $4,837-92.2% |
| Participant deferral / active EE | $1,777 | $5,673-68.7% | $4,614-61.5% | $6,341-72.0% |
| Admin fee / account holder | $1,382 | $9,531-85.5% | $7,493-81.6% | $12,309-88.8% |