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 | $59,905 | $150,187-60.1% | $120,354-50.2% | $145,922-58.9% |
| Participation rate | 83.3% | 78.8%+4.6pp | 71.9%+11.4pp | 80.3%+3.1pp |
| Annual return | 14.51% | 154.07%-139.6pp | 107.15%-92.6pp | 561.29%-546.8pp |
| Employer contribution / active EE | $542 | $4,348-87.5% | $3,463-84.4% | $4,660-88.4% |
| Participant deferral / active EE | $2,382 | $6,173-61.4% | $4,991-52.3% | $6,688-64.4% |
| Admin fee / account holder | $2,566 | $12,207-79.0% | $9,423-72.8% | $13,397-80.8% |