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 | $43,839 | $209,411-79.1% | $178,490-75.4% | $158,922-72.4% |
| Participation rate | 84.6% | 86.3%-1.7pp | 81.9%+2.7pp | 82.0%+2.7pp |
| Annual return | 18.60% | 188.75%-170.2pp | 151.07%-132.5pp | 302.83%-284.2pp |
| Employer contribution / active EE | $1,127 | $5,706-80.3% | $5,011-77.5% | $4,761-76.3% |
| Participant deferral / active EE | $4,581 | $5,954-23.1% | $5,202-11.9% | $5,982-23.4% |
| Admin fee / account holder | $326 | $17,074-98.1% | $13,984-97.7% | $11,246-97.1% |