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 | $52,964 | $183,963-71.2% | $162,163-67.3% | $152,861-65.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 27.25% | 150.76%-123.5pp | 115.59%-88.3pp | 345.32%-318.1pp |
| Employer contribution / active EE | $143 | $6,371-97.8% | $5,614-97.5% | $4,762-97.0% |
| Participant deferral / active EE | $4,067 | $8,034-49.4% | $7,298-44.3% | $5,850-30.5% |
| Admin fee / account holder | $3,149 | $13,121-76.0% | $10,843-71.0% | $11,596-72.8% |