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 | $60,127 | $198,466-69.7% | $170,442-64.7% | $147,584-59.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 21.18% | 257.29%-236.1pp | 205.93%-184.7pp | 578.55%-557.4pp |
| Employer contribution / active EE | $1,274 | $6,184-79.4% | $5,433-76.6% | $4,876-73.9% |
| Participant deferral / active EE | $5,946 | $5,629+5.6% | $4,939+20.4% | $5,439+9.3% |
| Admin fee / account holder | $2,136 | $16,852-87.3% | $13,880-84.6% | $10,885-80.4% |