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 | $109,666 | $183,963-40.4% | $162,163-32.4% | $152,861-28.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 26.36% | 150.76%-124.4pp | 115.59%-89.2pp | 345.32%-319.0pp |
| Employer contribution / active EE | $1,353 | $6,371-78.8% | $5,614-75.9% | $4,762-71.6% |
| Participant deferral / active EE | $10,760 | $8,034+33.9% | $7,298+47.4% | $5,850+83.9% |
| Admin fee / account holder | $3,290 | $13,121-74.9% | $10,843-69.7% | $11,596-71.6% |