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 | $76,892 | $209,411-63.3% | $178,490-56.9% | $158,922-51.6% |
| Participation rate | 78.9% | 86.3%-7.4pp | 81.9%-3.0pp | 82.0%-3.0pp |
| Annual return | 27.22% | 188.75%-161.5pp | 151.07%-123.8pp | 302.83%-275.6pp |
| Employer contribution / active EE | $1,032 | $5,706-81.9% | $5,011-79.4% | $4,761-78.3% |
| Participant deferral / active EE | $9,852 | $5,954+65.5% | $5,202+89.4% | $5,982+64.7% |
| Admin fee / account holder | $921 | $17,074-94.6% | $13,984-93.4% | $11,246-91.8% |