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 | $65,234 | $144,119-54.7% | $117,854-44.6% | $147,584-55.8% |
| Participation rate | 92.9% | 83.4%+9.4pp | 79.7%+13.2pp | 82.8%+10.0pp |
| Annual return | 11.45% | 531.15%-519.7pp | 335.08%-323.6pp | 578.55%-567.1pp |
| Employer contribution / active EE | $212 | $4,896-95.7% | $3,786-94.4% | $4,876-95.7% |
| Participant deferral / active EE | $2,118 | $5,316-60.2% | $4,482-52.7% | $5,439-61.1% |
| Admin fee / account holder | $477 | $10,886-95.6% | $8,020-94.1% | $10,885-95.6% |