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 | $88,924 | $183,963-51.7% | $162,163-45.2% | $152,861-41.8% |
| Participation rate | 91.7% | 88.5%+3.2pp | 87.6%+4.1pp | 82.4%+9.2pp |
| Annual return | 14.17% | 150.76%-136.6pp | 115.59%-101.4pp | 345.32%-331.1pp |
| Employer contribution / active EE | $1,096 | $6,371-82.8% | $5,614-80.5% | $4,762-77.0% |
| Participant deferral / active EE | $3,159 | $8,034-60.7% | $7,298-56.7% | $5,850-46.0% |
| Admin fee / account holder | $2,212 | $13,121-83.1% | $10,843-79.6% | $11,596-80.9% |