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 5-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 | $75,262 | $138,044-45.5% | $125,339-40.0% | $134,475-44.0% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | 119.40% | 750.33%-630.9pp | 572.05%-452.7pp | 417.96%-298.6pp |
| Employer contribution / active EE | $749 | $5,243-85.7% | $4,814-84.4% | $4,740-84.2% |
| Participant deferral / active EE | $12,467 | $7,799+59.9% | $7,446+67.4% | $6,400+94.8% |
| Admin fee / account holder | $838 | $11,571-92.8% | $10,010-91.6% | $11,426-92.7% |