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 | $82,065 | $107,334-23.5% | $92,893-11.7% | $152,861-46.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 34.67% | 145.58%-110.9pp | 109.41%-74.7pp | 345.32%-310.6pp |
| Employer contribution / active EE | $336 | $4,221-92.0% | $3,653-90.8% | $4,762-92.9% |
| Participant deferral / active EE | $6,250 | $4,845+29.0% | $4,236+47.5% | $5,850+6.8% |
| Admin fee / account holder | $5,014 | $7,079-29.2% | $5,794-13.5% | $11,596-56.8% |