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 | $81,428 | $144,119-43.5% | $117,854-30.9% | $147,584-44.8% |
| Participation rate | 77.8% | 83.4%-5.6pp | 79.7%-1.9pp | 82.8%-5.1pp |
| Annual return | 16.61% | 531.15%-514.5pp | 335.08%-318.5pp | 578.55%-561.9pp |
| Employer contribution / active EE | $594 | $4,896-87.9% | $3,786-84.3% | $4,876-87.8% |
| Participant deferral / active EE | $1,978 | $5,316-62.8% | $4,482-55.9% | $5,439-63.6% |
| Admin fee / account holder | $796 | $10,886-92.7% | $8,020-90.1% | $10,885-92.7% |