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 | $62,710 | $183,963-65.9% | $162,163-61.3% | $152,861-59.0% |
| Participation rate | 90.9% | 88.5%+2.4pp | 87.6%+3.4pp | 82.4%+8.5pp |
| Annual return | 22.35% | 150.76%-128.4pp | 115.59%-93.2pp | 345.32%-323.0pp |
| Employer contribution / active EE | $1,002 | $6,371-84.3% | $5,614-82.1% | $4,762-79.0% |
| Participant deferral / active EE | $3,363 | $8,034-58.1% | $7,298-53.9% | $5,850-42.5% |
| Admin fee / account holder | $1,203 | $13,121-90.8% | $10,843-88.9% | $11,596-89.6% |