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 | $42,535 | $209,411-79.7% | $178,490-76.2% | $158,922-73.2% |
| Participation rate | 79.2% | 86.3%-7.2pp | 81.9%-2.8pp | 82.0%-2.8pp |
| Annual return | 16.02% | 188.75%-172.7pp | 151.07%-135.0pp | 302.83%-286.8pp |
| Employer contribution / active EE | $940 | $5,706-83.5% | $5,011-81.2% | $4,761-80.3% |
| Participant deferral / active EE | $3,335 | $5,954-44.0% | $5,202-35.9% | $5,982-44.3% |
| Admin fee / account holder | $29,203 | $17,074+71.0% | $13,984+108.8% | $11,246+159.7% |