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 | $87,424 | $209,832-58.3% | $189,513-53.9% | $167,490-47.8% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 41.90% | 748.27%-706.4pp | 555.15%-513.2pp | 478.56%-436.7pp |
| Employer contribution / active EE | $1,342 | $6,914-80.6% | $6,162-78.2% | $4,837-72.3% |
| Participant deferral / active EE | $4,522 | $8,935-49.4% | $8,221-45.0% | $6,341-28.7% |
| Admin fee / account holder | $1,198 | $14,293-91.6% | $12,045-90.1% | $12,309-90.3% |