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 | $54,528 | $198,466-72.5% | $170,442-68.0% | $147,584-63.1% |
| Participation rate | 77.8% | 88.0%-10.2pp | 83.6%-5.8pp | 82.8%-5.1pp |
| Annual return | 15.06% | 257.29%-242.2pp | 205.93%-190.9pp | 578.55%-563.5pp |
| Employer contribution / active EE | $1,204 | $6,184-80.5% | $5,433-77.8% | $4,876-75.3% |
| Participant deferral / active EE | $4,760 | $5,629-15.4% | $4,939-3.6% | $5,439-12.5% |
| Admin fee / account holder | $1,161 | $16,852-93.1% | $13,880-91.6% | $10,885-89.3% |