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 | $50,821 | $209,411-75.7% | $178,490-71.5% | $158,922-68.0% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 20.11% | 188.75%-168.6pp | 151.07%-131.0pp | 302.83%-282.7pp |
| Employer contribution / active EE | $951 | $5,706-83.3% | $5,011-81.0% | $4,761-80.0% |
| Participant deferral / active EE | $4,700 | $5,954-21.1% | $5,202-9.6% | $5,982-21.4% |
| Admin fee / account holder | $25,020 | $17,074+46.5% | $13,984+78.9% | $11,246+122.5% |