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 | $37,630 | $114,381-67.1% | $107,525-65.0% | $142,382-73.6% |
| Participation rate | 77.8% | 78.1%-0.4pp | 75.1%+2.7pp | 80.1%-2.3pp |
| Annual return | 11.88% | 242.71%-230.8pp | 181.32%-169.4pp | 217.08%-205.2pp |
| Employer contribution / active EE | $517 | $4,015-87.1% | $3,754-86.2% | $4,299-88.0% |
| Participant deferral / active EE | $3,064 | $5,564-44.9% | $5,116-40.1% | $6,507-52.9% |
| Admin fee / account holder | $33,456 | $9,860+239.3% | $8,919+275.1% | $12,624+165.0% |