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 | $40,343 | $198,466-79.7% | $170,442-76.3% | $147,584-72.7% |
| Participation rate | 76.5% | 88.0%-11.5pp | 83.6%-7.1pp | 82.8%-6.4pp |
| Annual return | 16.53% | 257.29%-240.8pp | 205.93%-189.4pp | 578.55%-562.0pp |
| Employer contribution / active EE | $4 | $6,184-99.9% | $5,433-99.9% | $4,876-99.9% |
| Participant deferral / active EE | $2,443 | $5,629-56.6% | $4,939-50.5% | $5,439-55.1% |
| Admin fee / account holder | $976 | $16,852-94.2% | $13,880-93.0% | $10,885-91.0% |