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 | $69,523 | $171,865-59.5% | $149,718-53.6% | $147,584-52.9% |
| Participation rate | 83.3% | 88.2%-4.9pp | 87.1%-3.7pp | 82.8%+0.5pp |
| Annual return | 19.63% | 2113.22%-2093.6pp | 1501.63%-1482.0pp | 578.55%-558.9pp |
| Employer contribution / active EE | $996 | $6,275-84.1% | $5,445-81.7% | $4,876-79.6% |
| Participant deferral / active EE | $3,579 | $7,271-50.8% | $6,569-45.5% | $5,439-34.2% |
| Admin fee / account holder | $723 | $13,799-94.8% | $11,283-93.6% | $10,885-93.4% |