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 | $123,545 | $198,466-37.7% | $170,442-27.5% | $147,584-16.3% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 19.11% | 257.29%-238.2pp | 205.93%-186.8pp | 578.55%-559.4pp |
| Employer contribution / active EE | $1,258 | $6,184-79.7% | $5,433-76.8% | $4,876-74.2% |
| Participant deferral / active EE | $4,904 | $5,629-12.9% | $4,939-0.7% | $5,439-9.8% |
| Admin fee / account holder | $408 | $16,852-97.6% | $13,880-97.1% | $10,885-96.3% |