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 | $57,646 | $217,402-73.5% | $185,823-69.0% | $167,490-65.6% |
| Participation rate | 77.8% | 86.0%-8.3pp | 81.7%-3.9pp | 82.1%-4.3pp |
| Annual return | 11.19% | 148.36%-137.2pp | 122.05%-110.9pp | 478.56%-467.4pp |
| Employer contribution / active EE | $937 | $5,873-84.0% | $5,167-81.9% | $4,837-80.6% |
| Participant deferral / active EE | $3,920 | $6,356-38.3% | $5,568-29.6% | $6,341-38.2% |
| Admin fee / account holder | $4,477 | $19,811-77.4% | $16,237-72.4% | $12,309-63.6% |