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 | $68,575 | $198,466-65.4% | $170,442-59.8% | $147,584-53.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 21.49% | 257.29%-235.8pp | 205.93%-184.4pp | 578.55%-557.1pp |
| Employer contribution / active EE | $720 | $6,184-88.4% | $5,433-86.7% | $4,876-85.2% |
| Participant deferral / active EE | $18,000 | $5,629+219.7% | $4,939+264.4% | $5,439+231.0% |
| Admin fee / account holder | $329 | $16,852-98.0% | $13,880-97.6% | $10,885-97.0% |