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 | $55,570 | $144,119-61.4% | $117,854-52.8% | $147,584-62.3% |
| Participation rate | 80.0% | 83.4%-3.4pp | 79.7%+0.3pp | 82.8%-2.8pp |
| Annual return | 9.07% | 531.15%-522.1pp | 335.08%-326.0pp | 578.55%-569.5pp |
| Employer contribution / active EE | $576 | $4,896-88.2% | $3,786-84.8% | $4,876-88.2% |
| Participant deferral / active EE | $3,729 | $5,316-29.8% | $4,482-16.8% | $5,439-31.4% |
| Admin fee / account holder | $44,526 | $10,886+309.0% | $8,020+455.2% | $10,885+309.1% |