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 | $94,961 | $210,648-54.9% | $177,989-46.6% | $145,922-34.9% |
| Participation rate | 87.5% | 80.8%+6.7pp | 77.1%+10.4pp | 80.3%+7.2pp |
| Annual return | 15.02% | 385.86%-370.8pp | 294.48%-279.5pp | 561.29%-546.3pp |
| Employer contribution / active EE | $44 | $4,565-99.0% | $3,949-98.9% | $4,660-99.0% |
| Participant deferral / active EE | $5,754 | $6,958-17.3% | $6,276-8.3% | $6,688-14.0% |
| Admin fee / account holder | $835 | $12,013-93.0% | $10,363-91.9% | $13,397-93.8% |