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 | $112,298 | $209,832-46.5% | $189,513-40.7% | $167,490-33.0% |
| Participation rate | 81.8% | 88.7%-6.8pp | 87.8%-6.0pp | 82.1%-0.3pp |
| Annual return | 9.21% | 748.27%-739.1pp | 555.15%-545.9pp | 478.56%-469.4pp |
| Employer contribution / active EE | $139 | $6,914-98.0% | $6,162-97.7% | $4,837-97.1% |
| Participant deferral / active EE | $4,010 | $8,935-55.1% | $8,221-51.2% | $6,341-36.8% |
| Admin fee / account holder | $1,281 | $14,293-91.0% | $12,045-89.4% | $12,309-89.6% |