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 | $105,186 | $209,411-49.8% | $178,490-41.1% | $158,922-33.8% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 9.59% | 188.75%-179.2pp | 151.07%-141.5pp | 302.83%-293.2pp |
| Employer contribution / active EE | $967 | $5,706-83.1% | $5,011-80.7% | $4,761-79.7% |
| Participant deferral / active EE | $6,587 | $5,954+10.6% | $5,202+26.6% | $5,982+10.1% |
| Admin fee / account holder | $1,429 | $17,074-91.6% | $13,984-89.8% | $11,246-87.3% |