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 | $141,426 | $159,901-11.6% | $146,958-3.8% | $145,922-3.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 36.61% | 98.13%-61.5pp | 418.34%-381.7pp | 561.29%-524.7pp |
| Employer contribution / active EE | $92 | $5,286-98.3% | $4,933-98.1% | $4,660-98.0% |
| Participant deferral / active EE | $12,521 | $8,428+48.6% | $8,070+55.2% | $6,688+87.2% |
| Admin fee / account holder | $9,245 | $15,044-38.5% | $12,998-28.9% | $13,397-31.0% |