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 | $126,916 | $171,865-26.2% | $149,718-15.2% | $147,584-14.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 18.38% | 2113.22%-2094.8pp | 1501.63%-1483.2pp | 578.55%-560.2pp |
| Employer contribution / active EE | $529 | $6,275-91.6% | $5,445-90.3% | $4,876-89.2% |
| Participant deferral / active EE | $7,087 | $7,271-2.5% | $6,569+7.9% | $5,439+30.3% |
| Admin fee / account holder | $1,047 | $13,799-92.4% | $11,283-90.7% | $10,885-90.4% |