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 | $59,032 | $217,402-72.8% | $185,823-68.2% | $167,490-64.8% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 14.62% | 148.36%-133.7pp | 122.05%-107.4pp | 478.56%-463.9pp |
| Employer contribution / active EE | $987 | $5,873-83.2% | $5,167-80.9% | $4,837-79.6% |
| Participant deferral / active EE | $9,175 | $6,356+44.3% | $5,568+64.8% | $6,341+44.7% |
| Admin fee / account holder | $534 | $19,811-97.3% | $16,237-96.7% | $12,309-95.7% |