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 | $50,277 | $148,534-66.2% | $135,903-63.0% | $139,434-63.9% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 16.09% | 79.19%-63.1pp | 68.23%-52.1pp | 372.94%-356.9pp |
| Employer contribution / active EE | $305 | $5,243-94.2% | $4,856-93.7% | $4,751-93.6% |
| Participant deferral / active EE | $3,054 | $8,100-62.3% | $7,758-60.6% | $6,710-54.5% |
| Admin fee / account holder | $2,803 | $12,400-77.4% | $10,762-74.0% | $11,403-75.4% |