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 | $61,662 | $144,119-57.2% | $117,854-47.7% | $147,584-58.2% |
| Participation rate | 77.8% | 83.4%-5.6pp | 79.7%-1.9pp | 82.8%-5.1pp |
| Annual return | 17.84% | 531.15%-513.3pp | 335.08%-317.2pp | 578.55%-560.7pp |
| Employer contribution / active EE | $515 | $4,896-89.5% | $3,786-86.4% | $4,876-89.4% |
| Participant deferral / active EE | $2,661 | $5,316-49.9% | $4,482-40.6% | $5,439-51.1% |
| Admin fee / account holder | $347 | $10,886-96.8% | $8,020-95.7% | $10,885-96.8% |