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 | $12,905 | $105,126-87.7% | $94,646-86.4% | $139,434-90.7% |
| Participation rate | 76.9% | 82.4%-5.4pp | 80.8%-3.9pp | 80.3%-3.4pp |
| Annual return | 26.98% | 38.03%-11.1pp | 156.71%-129.7pp | 372.94%-346.0pp |
| Employer contribution / active EE | $378 | $4,106-90.8% | $3,672-89.7% | $4,751-92.0% |
| Participant deferral / active EE | $5,210 | $7,599-31.4% | $7,418-29.8% | $6,710-22.4% |
| Admin fee / account holder | $504 | $8,984-94.4% | $7,231-93.0% | $11,403-95.6% |