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 | $120,968 | $198,466-39.0% | $170,442-29.0% | $147,584-18.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 10.76% | 257.29%-246.5pp | 205.93%-195.2pp | 578.55%-567.8pp |
| Employer contribution / active EE | $444 | $6,184-92.8% | $5,433-91.8% | $4,876-90.9% |
| Participant deferral / active EE | $5,624 | $5,629-0.1% | $4,939+13.9% | $5,439+3.4% |
| Admin fee / account holder | $1,168 | $16,852-93.1% | $13,880-91.6% | $10,885-89.3% |