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 | $83,149 | $198,466-58.1% | $170,442-51.2% | $147,584-43.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 24.70% | 257.29%-232.6pp | 205.93%-181.2pp | 578.55%-553.8pp |
| Employer contribution / active EE | $769 | $6,184-87.6% | $5,433-85.8% | $4,876-84.2% |
| Participant deferral / active EE | $5,972 | $5,629+6.1% | $4,939+20.9% | $5,439+9.8% |
| Admin fee / account holder | $2,344 | $16,852-86.1% | $13,880-83.1% | $10,885-78.5% |