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 | $88,194 | $202,318-56.4% | $172,739-48.9% | $152,861-42.3% |
| Participation rate | 92.9% | 87.1%+5.8pp | 82.6%+10.2pp | 82.4%+10.4pp |
| Annual return | 20.46% | 1029.65%-1009.2pp | 802.84%-782.4pp | 345.32%-324.9pp |
| Employer contribution / active EE | $1,101 | $5,856-81.2% | $5,143-78.6% | $4,762-76.9% |
| Participant deferral / active EE | $2,227 | $5,948-62.6% | $5,198-57.2% | $5,850-61.9% |
| Admin fee / account holder | $10,867 | $17,109-36.5% | $13,954-22.1% | $11,596-6.3% |