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 | $37,530 | $183,963-79.6% | $162,163-76.9% | $152,861-75.4% |
| Participation rate | 93.8% | 88.5%+5.2pp | 87.6%+6.2pp | 82.4%+11.3pp |
| Annual return | 30.97% | 150.76%-119.8pp | 115.59%-84.6pp | 345.32%-314.3pp |
| Employer contribution / active EE | $808 | $6,371-87.3% | $5,614-85.6% | $4,762-83.0% |
| Participant deferral / active EE | $3,432 | $8,034-57.3% | $7,298-53.0% | $5,850-41.3% |
| Admin fee / account holder | $2,747 | $13,121-79.1% | $10,843-74.7% | $11,596-76.3% |