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 | $97,126 | $171,865-43.5% | $149,718-35.1% | $147,584-34.2% |
| Participation rate | 77.3% | 88.2%-10.9pp | 87.1%-9.8pp | 82.8%-5.6pp |
| Annual return | 12.37% | 2113.22%-2100.8pp | 1501.63%-1489.3pp | 578.55%-566.2pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,445-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,861 | $7,271-46.9% | $6,569-41.2% | $5,439-29.0% |
| Admin fee / account holder | $984 | $13,799-92.9% | $11,283-91.3% | $10,885-91.0% |