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 | $76,677 | $183,963-58.3% | $162,163-52.7% | $152,861-49.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 13.86% | 150.76%-136.9pp | 115.59%-101.7pp | 345.32%-331.5pp |
| Employer contribution / active EE | $1,026 | $6,371-83.9% | $5,614-81.7% | $4,762-78.5% |
| Participant deferral / active EE | $3,422 | $8,034-57.4% | $7,298-53.1% | $5,850-41.5% |
| Admin fee / account holder | $11,420 | $13,121-13.0% | $10,843+5.3% | $11,596-1.5% |