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 | $89,496 | $183,963-51.4% | $162,163-44.8% | $152,861-41.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 17.52% | 150.76%-133.2pp | 115.59%-98.1pp | 345.32%-327.8pp |
| Employer contribution / active EE | $12 | $6,371-99.8% | $5,614-99.8% | $4,762-99.7% |
| Participant deferral / active EE | $2,992 | $8,034-62.8% | $7,298-59.0% | $5,850-48.9% |
| Admin fee / account holder | $847 | $13,121-93.5% | $10,843-92.2% | $11,596-92.7% |