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 | $48,123 | $171,865-72.0% | $149,718-67.9% | $147,584-67.4% |
| Participation rate | 70.0% | 88.2%-18.2pp | 87.1%-17.1pp | 82.8%-12.8pp |
| Annual return | 13.23% | 2113.22%-2100.0pp | 1501.63%-1488.4pp | 578.55%-565.3pp |
| Employer contribution / active EE | $192 | $6,275-96.9% | $5,445-96.5% | $4,876-96.1% |
| Participant deferral / active EE | $5,276 | $7,271-27.4% | $6,569-19.7% | $5,439-3.0% |
| Admin fee / account holder | $764 | $13,799-94.5% | $11,283-93.2% | $10,885-93.0% |