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 | $103,267 | $185,822-44.4% | $169,993-39.3% | $139,434-25.9% |
| Participation rate | 87.0% | 87.8%-0.8pp | 87.0%0pp | 80.3%+6.6pp |
| Annual return | 12.89% | 60.50%-47.6pp | 53.37%-40.5pp | 372.94%-360.1pp |
| Employer contribution / active EE | $936 | $7,590-87.7% | $6,785-86.2% | $4,751-80.3% |
| Participant deferral / active EE | $15,423 | $11,622+32.7% | $10,408+48.2% | $6,710+129.8% |
| Admin fee / account holder | $184,727 | $15,381+1101.0% | $12,815+1341.5% | $11,403+1520.1% |