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 | $53,213 | $198,466-73.2% | $170,442-68.8% | $147,584-63.9% |
| Participation rate | 71.4% | 88.0%-16.5pp | 83.6%-12.2pp | 82.8%-11.4pp |
| Annual return | 10.66% | 257.29%-246.6pp | 205.93%-195.3pp | 578.55%-567.9pp |
| Employer contribution / active EE | $1,291 | $6,184-79.1% | $5,433-76.2% | $4,876-73.5% |
| Participant deferral / active EE | $2,571 | $5,629-54.3% | $4,939-47.9% | $5,439-52.7% |
| Admin fee / account holder | $9,565 | $16,852-43.2% | $13,880-31.1% | $10,885-12.1% |