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 | $65,295 | $209,832-68.9% | $189,513-65.5% | $167,490-61.0% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 14.14% | 748.27%-734.1pp | 555.15%-541.0pp | 478.56%-464.4pp |
| Employer contribution / active EE | $1,415 | $6,914-79.5% | $6,162-77.0% | $4,837-70.8% |
| Participant deferral / active EE | $9,668 | $8,935+8.2% | $8,221+17.6% | $6,341+52.5% |
| Admin fee / account holder | $1,599 | $14,293-88.8% | $12,045-86.7% | $12,309-87.0% |