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 | $52,376 | $183,963-71.5% | $162,163-67.7% | $152,861-65.7% |
| Participation rate | 77.3% | 88.5%-11.2pp | 87.6%-10.3pp | 82.4%-5.2pp |
| Annual return | 27.79% | 150.76%-123.0pp | 115.59%-87.8pp | 345.32%-317.5pp |
| Employer contribution / active EE | $503 | $6,371-92.1% | $5,614-91.0% | $4,762-89.4% |
| Participant deferral / active EE | $4,076 | $8,034-49.3% | $7,298-44.1% | $5,850-30.3% |
| Admin fee / account holder | $1,514 | $13,121-88.5% | $10,843-86.0% | $11,596-86.9% |