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 | $68,943 | $183,963-62.5% | $162,163-57.5% | $152,861-54.9% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.6%-0.1pp | 82.4%+5.1pp |
| Annual return | 39.86% | 150.76%-110.9pp | 115.59%-75.7pp | 345.32%-305.5pp |
| Employer contribution / active EE | $920 | $6,371-85.6% | $5,614-83.6% | $4,762-80.7% |
| Participant deferral / active EE | $3,450 | $8,034-57.1% | $7,298-52.7% | $5,850-41.0% |
| Admin fee / account holder | $27,102 | $13,121+106.5% | $10,843+150.0% | $11,596+133.7% |