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 | $48,624 | $209,411-76.8% | $178,490-72.8% | $158,922-69.4% |
| Participation rate | 95.7% | 86.3%+9.3pp | 81.9%+13.7pp | 82.0%+13.7pp |
| Annual return | 9.09% | 188.75%-179.7pp | 151.07%-142.0pp | 302.83%-293.7pp |
| Employer contribution / active EE | $0 | $5,706-100.0% | $5,011-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,153 | $5,954-63.8% | $5,202-58.6% | $5,982-64.0% |
| Admin fee / account holder | $314 | $17,074-98.2% | $13,984-97.8% | $11,246-97.2% |