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 | $51,054 | $140,940-63.8% | $112,229-54.5% | $139,434-63.4% |
| Participation rate | 87.5% | 79.2%+8.3pp | 72.4%+15.1pp | 80.3%+7.2pp |
| Annual return | 18.97% | 32.71%-13.7pp | 30.20%-11.2pp | 372.94%-354.0pp |
| Employer contribution / active EE | $417 | $4,283-90.3% | $3,430-87.8% | $4,751-91.2% |
| Participant deferral / active EE | $1,716 | $5,874-70.8% | $4,798-64.2% | $6,710-74.4% |
| Admin fee / account holder | $6,490 | $9,954-34.8% | $7,748-16.2% | $11,403-43.1% |