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 | $80,806 | $171,865-53.0% | $149,718-46.0% | $147,584-45.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 13.30% | 2113.22%-2099.9pp | 1501.63%-1488.3pp | 578.55%-565.2pp |
| Employer contribution / active EE | $286 | $6,275-95.4% | $5,445-94.8% | $4,876-94.1% |
| Participant deferral / active EE | $7,860 | $7,271+8.1% | $6,569+19.6% | $5,439+44.5% |
| Admin fee / account holder | $14,525 | $13,799+5.3% | $11,283+28.7% | $10,885+33.4% |