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 | $92,503 | $201,272-54.0% | $184,203-49.8% | $145,922-36.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 44.19% | 29.00%+15.2pp | 28.81%+15.4pp | 561.29%-517.1pp |
| Employer contribution / active EE | $747 | $7,022-89.4% | $6,427-88.4% | $4,660-84.0% |
| Participant deferral / active EE | $5,200 | $9,806-47.0% | $9,131-43.0% | $6,688-22.2% |
| Admin fee / account holder | $6,644 | $16,364-59.4% | $13,901-52.2% | $13,397-50.4% |