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 | $115,173 | $209,411-45.0% | $178,490-35.5% | $158,922-27.5% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 27.94% | 188.75%-160.8pp | 151.07%-123.1pp | 302.83%-274.9pp |
| Employer contribution / active EE | $568 | $5,706-90.1% | $5,011-88.7% | $4,761-88.1% |
| Participant deferral / active EE | $7,059 | $5,954+18.5% | $5,202+35.7% | $5,982+18.0% |
| Admin fee / account holder | $3,672 | $17,074-78.5% | $13,984-73.7% | $11,246-67.3% |