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 | $130,484 | $183,963-29.1% | $162,163-19.5% | $152,861-14.6% |
| Participation rate | 95.0% | 88.5%+6.5pp | 87.6%+7.4pp | 82.4%+12.6pp |
| Annual return | 51.39% | 150.76%-99.4pp | 115.59%-64.2pp | 345.32%-293.9pp |
| Employer contribution / active EE | $1,171 | $6,371-81.6% | $5,614-79.1% | $4,762-75.4% |
| Participant deferral / active EE | $3,396 | $8,034-57.7% | $7,298-53.5% | $5,850-41.9% |
| Admin fee / account holder | $8,200 | $13,121-37.5% | $10,843-24.4% | $11,596-29.3% |