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 | $56,916 | $201,259-71.7% | $184,200-69.1% | $145,959-61.0% |
| Participation rate | 77.8% | 87.5%-9.7pp | 86.8%-9.1pp | 80.3%-2.5pp |
| Annual return | 10.97% | 28.98%-18.0pp | 28.80%-17.8pp | 561.95%-551.0pp |
| Employer contribution / active EE | $743 | $7,018-89.4% | $6,424-88.4% | $4,661-84.1% |
| Participant deferral / active EE | $4,970 | $9,806-49.3% | $9,132-45.6% | $6,689-25.7% |
| Admin fee / account holder | $17,622 | $16,372+7.6% | $13,907+26.7% | $13,398+31.5% |