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 | $107,584 | $217,402-50.5% | $185,823-42.1% | $167,490-35.8% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.30% | 148.36%-133.1pp | 122.05%-106.7pp | 478.56%-463.3pp |
| Employer contribution / active EE | $880 | $5,873-85.0% | $5,167-83.0% | $4,837-81.8% |
| Participant deferral / active EE | $10,439 | $6,356+64.2% | $5,568+87.5% | $6,341+64.6% |
| Admin fee / account holder | $1,424 | $19,811-92.8% | $16,237-91.2% | $12,309-88.4% |