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 | $105,179 | $176,056-40.3% | $159,436-34.0% | $167,490-37.2% |
| Participation rate | 91.7% | 84.9%+6.7pp | 82.8%+8.8pp | 82.1%+9.6pp |
| Annual return | 47.25% | 331.75%-284.5pp | 263.57%-216.3pp | 478.56%-431.3pp |
| Employer contribution / active EE | $205 | $5,297-96.1% | $4,829-95.8% | $4,837-95.8% |
| Participant deferral / active EE | $5,646 | $7,750-27.1% | $7,352-23.2% | $6,341-11.0% |
| Admin fee / account holder | $9,891 | $12,554-21.2% | $10,799-8.4% | $12,309-19.6% |