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 | $120,508 | $144,119-16.4% | $117,854+2.3% | $147,584-18.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 16.56% | 531.15%-514.6pp | 335.08%-318.5pp | 578.55%-562.0pp |
| Employer contribution / active EE | $833 | $4,896-83.0% | $3,786-78.0% | $4,876-82.9% |
| Participant deferral / active EE | $4,128 | $5,316-22.3% | $4,482-7.9% | $5,439-24.1% |
| Admin fee / account holder | $9,751 | $10,886-10.4% | $8,020+21.6% | $10,885-10.4% |