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 | $27,631 | $165,984-83.4% | $164,813-83.2% | $145,922-81.1% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.6%+4.7pp | 80.3%+3.1pp |
| Annual return | 9.11% | 100.03%-90.9pp | 69.93%-60.8pp | 561.29%-552.2pp |
| Employer contribution / active EE | $460 | $5,273-91.3% | $4,341-89.4% | $4,660-90.1% |
| Participant deferral / active EE | $4,317 | $6,959-38.0% | $6,031-28.4% | $6,688-35.4% |
| Admin fee / account holder | $9,779 | $16,648-41.3% | $12,690-22.9% | $13,397-27.0% |