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 | $126,926 | $138,044-8.1% | $125,339+1.3% | $134,475-5.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 8.04% | 750.33%-742.3pp | 572.05%-564.0pp | 417.96%-409.9pp |
| Employer contribution / active EE | $34 | $5,243-99.4% | $4,814-99.3% | $4,740-99.3% |
| Participant deferral / active EE | $6,998 | $7,799-10.3% | $7,446-6.0% | $6,400+9.3% |
| Admin fee / account holder | $15,564 | $11,571+34.5% | $10,010+55.5% | $11,426+36.2% |