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 | $49,374 | $209,411-76.4% | $178,490-72.3% | $158,922-68.9% |
| Participation rate | 73.3% | 86.3%-13.0pp | 81.9%-8.6pp | 82.0%-8.6pp |
| Annual return | 14.86% | 188.75%-173.9pp | 151.07%-136.2pp | 302.83%-288.0pp |
| Employer contribution / active EE | $848 | $5,706-85.1% | $5,011-83.1% | $4,761-82.2% |
| Participant deferral / active EE | $3,015 | $5,954-49.4% | $5,202-42.0% | $5,982-49.6% |
| Admin fee / account holder | $1,924 | $17,074-88.7% | $13,984-86.2% | $11,246-82.9% |