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 | $121,693 | $159,901-23.9% | $146,958-17.2% | $145,922-16.6% |
| Participation rate | 81.0% | 84.0%-3.0pp | 82.2%-1.2pp | 80.3%+0.7pp |
| Annual return | 14.15% | 98.13%-84.0pp | 418.34%-404.2pp | 561.29%-547.1pp |
| Employer contribution / active EE | $589 | $5,286-88.9% | $4,933-88.1% | $4,660-87.4% |
| Participant deferral / active EE | $5,890 | $8,428-30.1% | $8,070-27.0% | $6,688-11.9% |
| Admin fee / account holder | $12,734 | $15,044-15.4% | $12,998-2.0% | $13,397-4.9% |