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 | $36,148 | $107,334-66.3% | $92,893-61.1% | $152,861-76.4% |
| Participation rate | 87.5% | 79.8%+7.7pp | 76.0%+11.5pp | 82.4%+5.1pp |
| Annual return | 13.83% | 145.58%-131.8pp | 109.41%-95.6pp | 345.32%-331.5pp |
| Employer contribution / active EE | $585 | $4,221-86.2% | $3,653-84.0% | $4,762-87.7% |
| Participant deferral / active EE | $1,949 | $4,845-59.8% | $4,236-54.0% | $5,850-66.7% |
| Admin fee / account holder | $883 | $7,079-87.5% | $5,794-84.8% | $11,596-92.4% |