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 | $70,949 | $198,466-64.3% | $170,442-58.4% | $147,584-51.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 18.38% | 257.29%-238.9pp | 205.93%-187.6pp | 578.55%-560.2pp |
| Employer contribution / active EE | $905 | $6,184-85.4% | $5,433-83.3% | $4,876-81.4% |
| Participant deferral / active EE | $11,328 | $5,629+101.2% | $4,939+129.3% | $5,439+108.3% |
| Admin fee / account holder | $2,749 | $16,852-83.7% | $13,880-80.2% | $10,885-74.7% |