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 | $76,488 | $183,963-58.4% | $162,163-52.8% | $152,861-50.0% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.6%-4.2pp | 82.4%+0.9pp |
| Annual return | 27.38% | 150.76%-123.4pp | 115.59%-88.2pp | 345.32%-317.9pp |
| Employer contribution / active EE | $1,261 | $6,371-80.2% | $5,614-77.5% | $4,762-73.5% |
| Participant deferral / active EE | $9,754 | $8,034+21.4% | $7,298+33.6% | $5,850+66.7% |
| Admin fee / account holder | $359 | $13,121-97.3% | $10,843-96.7% | $11,596-96.9% |