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 | $54,227 | $180,449-69.9% | $154,107-64.8% | $135,375-59.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 5.92% | 888.09%-882.2pp | 735.12%-729.2pp | 519.73%-513.8pp |
| Employer contribution / active EE | $1,071 | $6,035-82.3% | $5,298-79.8% | $4,779-77.6% |
| Participant deferral / active EE | $2,778 | $5,806-52.1% | $5,081-45.3% | $5,609-50.5% |
| Admin fee / account holder | $1,596 | $16,143-90.1% | $13,411-88.1% | $10,827-85.3% |