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 | $46,214 | $198,466-76.7% | $170,442-72.9% | $147,584-68.7% |
| Participation rate | 77.8% | 88.0%-10.2pp | 83.6%-5.8pp | 82.8%-5.1pp |
| Annual return | 12.03% | 257.29%-245.3pp | 205.93%-193.9pp | 578.55%-566.5pp |
| Employer contribution / active EE | $1,250 | $6,184-79.8% | $5,433-77.0% | $4,876-74.4% |
| Participant deferral / active EE | $4,819 | $5,629-14.4% | $4,939-2.4% | $5,439-11.4% |
| Admin fee / account holder | $429 | $16,852-97.5% | $13,880-96.9% | $10,885-96.1% |