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 | $46,877 | $183,963-74.5% | $162,163-71.1% | $152,861-69.3% |
| Participation rate | 84.2% | 88.5%-4.3pp | 87.6%-3.3pp | 82.4%+1.8pp |
| Annual return | 32.35% | 150.76%-118.4pp | 115.59%-83.2pp | 345.32%-313.0pp |
| Employer contribution / active EE | $1,159 | $6,371-81.8% | $5,614-79.3% | $4,762-75.7% |
| Participant deferral / active EE | $9,438 | $8,034+17.5% | $7,298+29.3% | $5,850+61.3% |
| Admin fee / account holder | $345 | $13,121-97.4% | $10,843-96.8% | $11,596-97.0% |