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 | $33,444 | $97,757-65.8% | $83,848-60.1% | $135,375-75.3% |
| Participation rate | 93.8% | 80.0%+13.8pp | 76.1%+17.6pp | 82.6%+11.1pp |
| Annual return | 8.67% | 1287.37%-1278.7pp | 850.88%-842.2pp | 519.73%-511.1pp |
| Employer contribution / active EE | $438 | $4,222-89.6% | $3,631-88.0% | $4,779-90.8% |
| Participant deferral / active EE | $2,331 | $4,682-50.2% | $4,082-42.9% | $5,609-58.4% |
| Admin fee / account holder | $2,998 | $6,674-55.1% | $5,478-45.3% | $10,827-72.3% |