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 | $30,740 | $209,411-85.3% | $178,490-82.8% | $158,922-80.7% |
| Participation rate | 80.0% | 86.3%-6.3pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 22.89% | 188.75%-165.9pp | 151.07%-128.2pp | 302.83%-279.9pp |
| Employer contribution / active EE | $1,021 | $5,706-82.1% | $5,011-79.6% | $4,761-78.6% |
| Participant deferral / active EE | $2,641 | $5,954-55.6% | $5,202-49.2% | $5,982-55.8% |
| Admin fee / account holder | $330 | $17,074-98.1% | $13,984-97.6% | $11,246-97.1% |