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 | $40,604 | $209,411-80.6% | $178,490-77.3% | $158,922-74.5% |
| Participation rate | 94.4% | 86.3%+8.1pp | 81.9%+12.5pp | 82.0%+12.5pp |
| Annual return | 18.22% | 188.75%-170.5pp | 151.07%-132.8pp | 302.83%-284.6pp |
| Employer contribution / active EE | $967 | $5,706-83.1% | $5,011-80.7% | $4,761-79.7% |
| Participant deferral / active EE | $2,706 | $5,954-54.5% | $5,202-48.0% | $5,982-54.8% |
| Admin fee / account holder | $3,278 | $17,074-80.8% | $13,984-76.6% | $11,246-70.8% |