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 | $30,556 | $144,119-78.8% | $117,854-74.1% | $147,584-79.3% |
| Participation rate | 70.0% | 83.4%-13.4pp | 79.7%-9.7pp | 82.8%-12.8pp |
| Annual return | 10.23% | 531.15%-520.9pp | 335.08%-324.8pp | 578.55%-568.3pp |
| Employer contribution / active EE | $699 | $4,896-85.7% | $3,786-81.5% | $4,876-85.7% |
| Participant deferral / active EE | $2,801 | $5,316-47.3% | $4,482-37.5% | $5,439-48.5% |
| Admin fee / account holder | $19,902 | $10,886+82.8% | $8,020+148.2% | $10,885+82.8% |