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 7-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 | $18,516 | $99,640-81.4% | $86,436-78.6% | $134,475-86.2% |
| Participation rate | 93.8% | 82.0%+11.7pp | 80.3%+13.4pp | 81.2%+12.5pp |
| Annual return | 38.28% | 6782.58%-6744.3pp | 4394.89%-4356.6pp | 417.96%-379.7pp |
| Employer contribution / active EE | $436 | $4,400-90.1% | $3,769-88.4% | $4,740-90.8% |
| Participant deferral / active EE | $7,438 | $7,246+2.6% | $6,952+7.0% | $6,400+16.2% |
| Admin fee / account holder | $391 | $8,371-95.3% | $6,731-94.2% | $11,426-96.6% |