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 | $45,628 | $165,335-72.4% | $149,696-69.5% | $158,922-71.3% |
| Participation rate | 90.9% | 84.6%+6.3pp | 82.5%+8.4pp | 82.0%+9.0pp |
| Annual return | 10.08% | 348.15%-338.1pp | 276.60%-266.5pp | 302.83%-292.7pp |
| Employer contribution / active EE | $870 | $5,103-83.0% | $4,644-81.3% | $4,761-81.7% |
| Participant deferral / active EE | $3,847 | $7,181-46.4% | $6,842-43.8% | $5,982-35.7% |
| Admin fee / account holder | $19,421 | $10,807+79.7% | $9,309+108.6% | $11,246+72.7% |