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 | $43,516 | $209,411-79.2% | $178,490-75.6% | $158,922-72.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 36.96% | 188.75%-151.8pp | 151.07%-114.1pp | 302.83%-265.9pp |
| Employer contribution / active EE | $1,062 | $5,706-81.4% | $5,011-78.8% | $4,761-77.7% |
| Participant deferral / active EE | $3,714 | $5,954-37.6% | $5,202-28.6% | $5,982-37.9% |
| Admin fee / account holder | $1,069 | $17,074-93.7% | $13,984-92.4% | $11,246-90.5% |