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 | $81,370 | $183,963-55.8% | $162,163-49.8% | $152,861-46.8% |
| Participation rate | 76.2% | 88.5%-12.3pp | 87.6%-11.4pp | 82.4%-6.3pp |
| Annual return | 21.32% | 150.76%-129.4pp | 115.59%-94.3pp | 345.32%-324.0pp |
| Employer contribution / active EE | $543 | $6,371-91.5% | $5,614-90.3% | $4,762-88.6% |
| Participant deferral / active EE | $6,387 | $8,034-20.5% | $7,298-12.5% | $5,850+9.2% |
| Admin fee / account holder | $9,699 | $13,121-26.1% | $10,843-10.5% | $11,596-16.4% |