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 | $40,964 | $198,466-79.4% | $170,442-76.0% | $147,584-72.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.82% | 257.29%-241.5pp | 205.93%-190.1pp | 578.55%-562.7pp |
| Employer contribution / active EE | $366 | $6,184-94.1% | $5,433-93.3% | $4,876-92.5% |
| Participant deferral / active EE | $3,704 | $5,629-34.2% | $4,939-25.0% | $5,439-31.9% |
| Admin fee / account holder | $846 | $16,852-95.0% | $13,880-93.9% | $10,885-92.2% |