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 | $93,747 | $112,096-16.4% | $95,952-2.3% | $158,922-41.0% |
| Participation rate | 85.7% | 79.0%+6.7pp | 77.1%+8.6pp | 82.0%+3.8pp |
| Annual return | 22.29% | 171.09%-148.8pp | 91.61%-69.3pp | 302.83%-280.5pp |
| Employer contribution / active EE | $636 | $3,198-80.1% | $2,541-75.0% | $4,761-86.6% |
| Participant deferral / active EE | $3,536 | $4,784-26.1% | $4,167-15.1% | $5,982-40.9% |
| Admin fee / account holder | $2,799 | $10,130-72.4% | $6,795-58.8% | $11,246-75.1% |