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 | $33,018 | $77,145-57.2% | $108,410-69.5% | $85,850-61.5% |
| Participation rate | 71.9% | 74.7%-2.8pp | 80.1%-8.3pp | 69.3%+2.6pp |
| Annual return | 16.16% | 44.54%-28.4pp | 905.27%-889.1pp | 318.53%-302.4pp |
| Employer contribution / active EE | $233 | $2,379-90.2% | $3,558-93.4% | $2,565-90.9% |
| Participant deferral / active EE | $2,921 | $5,566-47.5% | $6,563-55.5% | $3,952-26.1% |
| Admin fee / account holder | $8,310 | $5,172+60.7% | $7,295+13.9% | $6,260+32.8% |