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 | $116,237 | $209,832-44.6% | $189,513-38.7% | $167,490-30.6% |
| Participation rate | 90.9% | 88.7%+2.2pp | 87.8%+3.1pp | 82.1%+8.8pp |
| Annual return | 16.82% | 748.27%-731.4pp | 555.15%-538.3pp | 478.56%-461.7pp |
| Employer contribution / active EE | $1,222 | $6,914-82.3% | $6,162-80.2% | $4,837-74.7% |
| Participant deferral / active EE | $3,818 | $8,935-57.3% | $8,221-53.6% | $6,341-39.8% |
| Admin fee / account holder | $3,846 | $14,293-73.1% | $12,045-68.1% | $12,309-68.8% |