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 | $121,426 | $202,318-40.0% | $172,739-29.7% | $152,861-20.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 14.97% | 1029.65%-1014.7pp | 802.84%-787.9pp | 345.32%-330.4pp |
| Employer contribution / active EE | $576 | $5,856-90.2% | $5,143-88.8% | $4,762-87.9% |
| Participant deferral / active EE | $3,739 | $5,948-37.1% | $5,198-28.1% | $5,850-36.1% |
| Admin fee / account holder | $2,413 | $17,109-85.9% | $13,954-82.7% | $11,596-79.2% |