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 | $66,370 | $111,724-40.6% | $93,606-29.1% | $145,922-54.5% |
| Participation rate | 92.9% | 74.2%+18.6pp | 68.7%+24.1pp | 80.3%+12.6pp |
| Annual return | 13.71% | 202.98%-189.3pp | 133.20%-119.5pp | 561.29%-547.6pp |
| Employer contribution / active EE | $373 | $3,090-87.9% | $2,420-84.6% | $4,660-92.0% |
| Participant deferral / active EE | $4,591 | $4,912-6.5% | $4,411+4.1% | $6,688-31.4% |
| Admin fee / account holder | $6,356 | $10,250-38.0% | $8,285-23.3% | $13,397-52.6% |