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 | $79,921 | $209,411-61.8% | $178,490-55.2% | $158,922-49.7% |
| Participation rate | 78.9% | 86.3%-7.4pp | 81.9%-3.0pp | 82.0%-3.0pp |
| Annual return | 16.37% | 188.75%-172.4pp | 151.07%-134.7pp | 302.83%-286.5pp |
| Employer contribution / active EE | $781 | $5,706-86.3% | $5,011-84.4% | $4,761-83.6% |
| Participant deferral / active EE | $3,911 | $5,954-34.3% | $5,202-24.8% | $5,982-34.6% |
| Admin fee / account holder | $444 | $17,074-97.4% | $13,984-96.8% | $11,246-96.1% |