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 | $71,004 | $137,414-48.3% | $189,513-62.5% | $85,850-17.3% |
| Participation rate | 84.3% | 84.6%-0.3pp | 87.8%-3.5pp | 69.3%+15.0pp |
| Annual return | 16.99% | 38.14%-21.2pp | 555.15%-538.2pp | 318.53%-301.5pp |
| Employer contribution / active EE | $952 | $4,344-78.1% | $6,162-84.6% | $2,565-62.9% |
| Participant deferral / active EE | $4,091 | $6,260-34.6% | $8,221-50.2% | $3,952+3.5% |
| Admin fee / account holder | $2,687 | $8,630-68.9% | $12,045-77.7% | $6,260-57.1% |