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 | $83,170 | $144,119-42.3% | $117,854-29.4% | $147,584-43.6% |
| Participation rate | 94.7% | 83.4%+11.3pp | 79.7%+15.1pp | 82.8%+11.9pp |
| Annual return | 15.93% | 531.15%-515.2pp | 335.08%-319.2pp | 578.55%-562.6pp |
| Employer contribution / active EE | $65 | $4,896-98.7% | $3,786-98.3% | $4,876-98.7% |
| Participant deferral / active EE | $4,262 | $5,316-19.8% | $4,482-4.9% | $5,439-21.6% |
| Admin fee / account holder | $15,474 | $10,886+42.2% | $8,020+92.9% | $10,885+42.2% |