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 | $115,263 | $158,398-27.2% | $126,539-8.9% | $142,382-19.0% |
| Participation rate | 81.3% | 75.8%+5.4pp | 69.8%+11.4pp | 80.1%+1.1pp |
| Annual return | 20.73% | 593.76%-573.0pp | 425.95%-405.2pp | 217.08%-196.3pp |
| Employer contribution / active EE | $5 | $4,650-99.9% | $3,674-99.9% | $4,299-99.9% |
| Participant deferral / active EE | $5,566 | $4,767+16.8% | $4,083+36.3% | $6,507-14.5% |
| Admin fee / account holder | $833 | $6,918-88.0% | $6,065-86.3% | $12,624-93.4% |