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 | $55,461 | $105,181-47.3% | $159,436-65.2% | $85,850-35.4% |
| Participation rate | 87.0% | 75.8%+11.2pp | 82.8%+4.2pp | 69.3%+17.7pp |
| Annual return | 15.96% | 45.07%-29.1pp | 263.57%-247.6pp | 318.53%-302.6pp |
| Employer contribution / active EE | $451 | $3,318-86.4% | $4,829-90.7% | $2,565-82.4% |
| Participant deferral / active EE | $3,301 | $5,945-44.5% | $7,352-55.1% | $3,952-16.5% |
| Admin fee / account holder | $5,079 | $6,933-26.7% | $10,799-53.0% | $6,260-18.9% |