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 | $81,214 | $202,318-59.9% | $172,739-53.0% | $152,861-46.9% |
| Participation rate | 87.5% | 87.1%+0.4pp | 82.6%+4.9pp | 82.4%+5.1pp |
| Annual return | 30.09% | 1029.65%-999.6pp | 802.84%-772.7pp | 345.32%-315.2pp |
| Employer contribution / active EE | $39 | $5,856-99.3% | $5,143-99.2% | $4,762-99.2% |
| Participant deferral / active EE | $8,289 | $5,948+39.4% | $5,198+59.5% | $5,850+41.7% |
| Admin fee / account holder | $21,228 | $17,109+24.1% | $13,954+52.1% | $11,596+83.1% |