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 | $48,854 | $135,635-64.0% | $110,238-55.7% | $135,375-63.9% |
| Participation rate | 87.5% | 83.5%+4.0pp | 79.8%+7.7pp | 82.6%+4.9pp |
| Annual return | 6.55% | 513.19%-506.6pp | 314.74%-308.2pp | 519.73%-513.2pp |
| Employer contribution / active EE | $596 | $4,906-87.9% | $3,826-84.4% | $4,779-87.5% |
| Participant deferral / active EE | $3,090 | $5,506-43.9% | $4,672-33.9% | $5,609-44.9% |
| Admin fee / account holder | $3,007 | $11,457-73.8% | $8,547-64.8% | $10,827-72.2% |