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 5-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 | $35,667 | $185,822-80.8% | $169,993-79.0% | $139,434-74.4% |
| Participation rate | 83.3% | 87.8%-4.4pp | 87.0%-3.7pp | 80.3%+3.0pp |
| Annual return | 28.37% | 60.50%-32.1pp | 53.37%-25.0pp | 372.94%-344.6pp |
| Employer contribution / active EE | $348 | $7,590-95.4% | $6,785-94.9% | $4,751-92.7% |
| Participant deferral / active EE | $5,381 | $11,622-53.7% | $10,408-48.3% | $6,710-19.8% |
| Admin fee / account holder | $324 | $15,381-97.9% | $12,815-97.5% | $11,403-97.2% |