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 | $86,503 | $198,466-56.4% | $170,442-49.2% | $147,584-41.4% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 20.51% | 257.29%-236.8pp | 205.93%-185.4pp | 578.55%-558.0pp |
| Employer contribution / active EE | $1,162 | $6,184-81.2% | $5,433-78.6% | $4,876-76.2% |
| Participant deferral / active EE | $4,109 | $5,629-27.0% | $4,939-16.8% | $5,439-24.4% |
| Admin fee / account holder | $1,370 | $16,852-91.9% | $13,880-90.1% | $10,885-87.4% |