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 | $78,576 | $144,119-45.5% | $117,854-33.3% | $147,584-46.8% |
| Participation rate | 73.7% | 83.4%-9.7pp | 79.7%-6.0pp | 82.8%-9.1pp |
| Annual return | 12.93% | 531.15%-518.2pp | 335.08%-322.1pp | 578.55%-565.6pp |
| Employer contribution / active EE | $75 | $4,896-98.5% | $3,786-98.0% | $4,876-98.5% |
| Participant deferral / active EE | $4,417 | $5,316-16.9% | $4,482-1.5% | $5,439-18.8% |
| Admin fee / account holder | $1,844 | $10,886-83.1% | $8,020-77.0% | $10,885-83.1% |