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 | $114,814 | $209,411-45.2% | $178,490-35.7% | $158,922-27.8% |
| Participation rate | 88.9% | 86.3%+2.5pp | 81.9%+7.0pp | 82.0%+6.9pp |
| Annual return | 36.30% | 188.75%-152.4pp | 151.07%-114.8pp | 302.83%-266.5pp |
| Employer contribution / active EE | $659 | $5,706-88.5% | $5,011-86.9% | $4,761-86.2% |
| Participant deferral / active EE | $9,133 | $5,954+53.4% | $5,202+75.6% | $5,982+52.7% |
| Admin fee / account holder | $371 | $17,074-97.8% | $13,984-97.3% | $11,246-96.7% |