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 | $86,725 | $217,402-60.1% | $185,823-53.3% | $167,490-48.2% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 97.84% | 148.36%-50.5pp | 122.05%-24.2pp | 478.56%-380.7pp |
| Employer contribution / active EE | $705 | $5,873-88.0% | $5,167-86.4% | $4,837-85.4% |
| Participant deferral / active EE | $3,989 | $6,356-37.2% | $5,568-28.4% | $6,341-37.1% |
| Admin fee / account holder | $1,231 | $19,811-93.8% | $16,237-92.4% | $12,309-90.0% |