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 | $60,454 | $171,865-64.8% | $149,718-59.6% | $147,584-59.0% |
| Participation rate | 94.4% | 88.2%+6.3pp | 87.1%+7.4pp | 82.8%+11.6pp |
| Annual return | 21.80% | 2113.22%-2091.4pp | 1501.63%-1479.8pp | 578.55%-556.8pp |
| Employer contribution / active EE | $1,113 | $6,275-82.3% | $5,445-79.6% | $4,876-77.2% |
| Participant deferral / active EE | $5,290 | $7,271-27.2% | $6,569-19.5% | $5,439-2.7% |
| Admin fee / account holder | $9,840 | $13,799-28.7% | $11,283-12.8% | $10,885-9.6% |