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 | $139,059 | $209,832-33.7% | $189,513-26.6% | $167,490-17.0% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 18.68% | 748.27%-729.6pp | 555.15%-536.5pp | 478.56%-459.9pp |
| Employer contribution / active EE | $1,329 | $6,914-80.8% | $6,162-78.4% | $4,837-72.5% |
| Participant deferral / active EE | $7,565 | $8,935-15.3% | $8,221-8.0% | $6,341+19.3% |
| Admin fee / account holder | $2,228 | $14,293-84.4% | $12,045-81.5% | $12,309-81.9% |