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 | $47,167 | $202,318-76.7% | $172,739-72.7% | $152,861-69.1% |
| Participation rate | 81.8% | 87.1%-5.2pp | 82.6%-0.8pp | 82.4%-0.6pp |
| Annual return | 14.53% | 1029.65%-1015.1pp | 802.84%-788.3pp | 345.32%-330.8pp |
| Employer contribution / active EE | $934 | $5,856-84.1% | $5,143-81.8% | $4,762-80.4% |
| Participant deferral / active EE | $4,495 | $5,948-24.4% | $5,198-13.5% | $5,850-23.2% |
| Admin fee / account holder | $14,196 | $17,109-17.0% | $13,954+1.7% | $11,596+22.4% |