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 | $42,355 | $198,466-78.7% | $170,442-75.1% | $147,584-71.3% |
| Participation rate | 81.8% | 88.0%-6.1pp | 83.6%-1.8pp | 82.8%-1.0pp |
| Annual return | 16.08% | 257.29%-241.2pp | 205.93%-189.8pp | 578.55%-562.5pp |
| Employer contribution / active EE | $1,288 | $6,184-79.2% | $5,433-76.3% | $4,876-73.6% |
| Participant deferral / active EE | $4,066 | $5,629-27.8% | $4,939-17.7% | $5,439-25.2% |
| Admin fee / account holder | $4,140 | $16,852-75.4% | $13,880-70.2% | $10,885-62.0% |