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 | $57,935 | $198,466-70.8% | $170,442-66.0% | $147,584-60.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 11.38% | 257.29%-245.9pp | 205.93%-194.5pp | 578.55%-567.2pp |
| Employer contribution / active EE | $866 | $6,184-86.0% | $5,433-84.1% | $4,876-82.3% |
| Participant deferral / active EE | $11,362 | $5,629+101.8% | $4,939+130.0% | $5,439+108.9% |
| Admin fee / account holder | $2,172 | $16,852-87.1% | $13,880-84.4% | $10,885-80.0% |