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 | $92,188 | $176,056-47.6% | $159,436-42.2% | $167,490-45.0% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 12.80% | 331.75%-319.0pp | 263.57%-250.8pp | 478.56%-465.8pp |
| Employer contribution / active EE | $480 | $5,297-90.9% | $4,829-90.1% | $4,837-90.1% |
| Participant deferral / active EE | $10,227 | $7,750+32.0% | $7,352+39.1% | $6,341+61.3% |
| Admin fee / account holder | $46,394 | $12,554+269.6% | $10,799+329.6% | $12,309+276.9% |