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 | $99,135 | $197,591-49.8% | $177,821-44.3% | $158,922-37.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 46.87% | 58.76%-11.9pp | 48.32%-1.4pp | 302.83%-256.0pp |
| Employer contribution / active EE | $900 | $6,697-86.6% | $5,918-84.8% | $4,761-81.1% |
| Participant deferral / active EE | $12,925 | $8,405+53.8% | $7,714+67.6% | $5,982+116.1% |
| Admin fee / account holder | $38,452 | $15,399+149.7% | $12,427+209.4% | $11,246+241.9% |