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 | $55,085 | $217,402-74.7% | $185,823-70.4% | $167,490-67.1% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 9.07% | 148.36%-139.3pp | 122.05%-113.0pp | 478.56%-469.5pp |
| Employer contribution / active EE | $144 | $5,873-97.6% | $5,167-97.2% | $4,837-97.0% |
| Participant deferral / active EE | $3,250 | $6,356-48.9% | $5,568-41.6% | $6,341-48.7% |
| Admin fee / account holder | $1,286 | $19,811-93.5% | $16,237-92.1% | $12,309-89.5% |