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 | $133,113 | $152,460-12.7% | $118,746+12.1% | $147,584-9.8% |
| Participation rate | 85.7% | 82.3%+3.4pp | 78.3%+7.4pp | 82.8%+2.9pp |
| Annual return | 508.94% | 17.41%+491.5pp | 24.54%+484.4pp | 578.55%-69.6pp |
| Employer contribution / active EE | $437 | $5,046-91.3% | $4,193-89.6% | $4,876-91.0% |
| Participant deferral / active EE | $4,369 | $6,212-29.7% | $5,332-18.1% | $5,439-19.7% |
| Admin fee / account holder | $339 | $16,953-98.0% | $10,720-96.8% | $10,885-96.9% |