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 | $85,465 | $209,411-59.2% | $178,490-52.1% | $158,922-46.2% |
| Participation rate | 80.0% | 86.3%-6.3pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 12.22% | 188.75%-176.5pp | 151.07%-138.9pp | 302.83%-290.6pp |
| Employer contribution / active EE | $371 | $5,706-93.5% | $5,011-92.6% | $4,761-92.2% |
| Participant deferral / active EE | $2,931 | $5,954-50.8% | $5,202-43.7% | $5,982-51.0% |
| Admin fee / account holder | $400 | $17,074-97.7% | $13,984-97.1% | $11,246-96.4% |