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 | $72,451 | $183,963-60.6% | $162,163-55.3% | $152,861-52.6% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.6%-12.6pp | 82.4%-7.4pp |
| Annual return | 21.73% | 150.76%-129.0pp | 115.59%-93.9pp | 345.32%-323.6pp |
| Employer contribution / active EE | $1,066 | $6,371-83.3% | $5,614-81.0% | $4,762-77.6% |
| Participant deferral / active EE | $5,278 | $8,034-34.3% | $7,298-27.7% | $5,850-9.8% |
| Admin fee / account holder | $446 | $13,121-96.6% | $10,843-95.9% | $11,596-96.2% |