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 | $115,232 | $171,865-33.0% | $149,718-23.0% | $147,584-21.9% |
| Participation rate | 86.4% | 88.2%-1.8pp | 87.1%-0.7pp | 82.8%+3.5pp |
| Annual return | 21.06% | 2113.22%-2092.2pp | 1501.63%-1480.6pp | 578.55%-557.5pp |
| Employer contribution / active EE | $742 | $6,275-88.2% | $5,445-86.4% | $4,876-84.8% |
| Participant deferral / active EE | $5,790 | $7,271-20.4% | $6,569-11.9% | $5,439+6.5% |
| Admin fee / account holder | $3,279 | $13,799-76.2% | $11,283-70.9% | $10,885-69.9% |