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 | $51,945 | $198,466-73.8% | $170,442-69.5% | $147,584-64.8% |
| Participation rate | 87.0% | 88.0%-1.0pp | 83.6%+3.4pp | 82.8%+4.1pp |
| Annual return | 12.66% | 257.29%-244.6pp | 205.93%-193.3pp | 578.55%-565.9pp |
| Employer contribution / active EE | $1,035 | $6,184-83.3% | $5,433-80.9% | $4,876-78.8% |
| Participant deferral / active EE | $5,357 | $5,629-4.8% | $4,939+8.4% | $5,439-1.5% |
| Admin fee / account holder | $810 | $16,852-95.2% | $13,880-94.2% | $10,885-92.6% |