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 | $98,723 | $226,064-56.3% | $182,532-45.9% | $152,861-35.4% |
| Participation rate | 80.0% | 82.5%-2.5pp | 78.0%+2.0pp | 82.4%-2.4pp |
| Annual return | 13.80% | 192.51%-178.7pp | 148.54%-134.7pp | 345.32%-331.5pp |
| Employer contribution / active EE | $186 | $4,978-96.3% | $4,076-95.4% | $4,762-96.1% |
| Participant deferral / active EE | $11,400 | $6,368+79.0% | $5,524+106.4% | $5,850+94.9% |
| Admin fee / account holder | $975 | $10,703-90.9% | $8,592-88.7% | $11,596-91.6% |