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 | $45,045 | $144,119-68.7% | $117,854-61.8% | $147,584-69.5% |
| Participation rate | 91.3% | 83.4%+7.9pp | 79.7%+11.6pp | 82.8%+8.5pp |
| Annual return | 20.41% | 531.15%-510.7pp | 335.08%-314.7pp | 578.55%-558.1pp |
| Employer contribution / active EE | $652 | $4,896-86.7% | $3,786-82.8% | $4,876-86.6% |
| Participant deferral / active EE | $1,936 | $5,316-63.6% | $4,482-56.8% | $5,439-64.4% |
| Admin fee / account holder | $897 | $10,886-91.8% | $8,020-88.8% | $10,885-91.8% |