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 | $104,975 | $183,963-42.9% | $162,163-35.3% | $152,861-31.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 16.05% | 150.76%-134.7pp | 115.59%-99.5pp | 345.32%-329.3pp |
| Employer contribution / active EE | $1,182 | $6,371-81.4% | $5,614-78.9% | $4,762-75.2% |
| Participant deferral / active EE | $10,800 | $8,034+34.4% | $7,298+48.0% | $5,850+84.6% |
| Admin fee / account holder | $2,934 | $13,121-77.6% | $10,843-72.9% | $11,596-74.7% |