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 | $99,584 | $198,466-49.8% | $170,442-41.6% | $147,584-32.5% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 11.52% | 257.29%-245.8pp | 205.93%-194.4pp | 578.55%-567.0pp |
| Employer contribution / active EE | $1,255 | $6,184-79.7% | $5,433-76.9% | $4,876-74.3% |
| Participant deferral / active EE | $4,491 | $5,629-20.2% | $4,939-9.1% | $5,439-17.4% |
| Admin fee / account holder | $1,363 | $16,852-91.9% | $13,880-90.2% | $10,885-87.5% |