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 | $101,587 | $105,181-3.4% | $159,436-36.3% | $85,850+18.3% |
| Participation rate | 92.7% | 75.8%+17.0pp | 82.8%+9.9pp | 69.3%+23.4pp |
| Annual return | 39.03% | 45.07%-6.0pp | 263.57%-224.5pp | 318.53%-279.5pp |
| Employer contribution / active EE | $495 | $3,318-85.1% | $4,829-89.7% | $2,565-80.7% |
| Participant deferral / active EE | $8,212 | $5,945+38.1% | $7,352+11.7% | $3,952+107.8% |
| Admin fee / account holder | $1,309 | $6,933-81.1% | $10,799-87.9% | $6,260-79.1% |