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 | $69,431 | $202,318-65.7% | $172,739-59.8% | $152,861-54.6% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.4%-7.4pp |
| Annual return | 32.19% | 1029.65%-997.5pp | 802.84%-770.6pp | 345.32%-313.1pp |
| Employer contribution / active EE | $1,027 | $5,856-82.5% | $5,143-80.0% | $4,762-78.4% |
| Participant deferral / active EE | $10,906 | $5,948+83.3% | $5,198+109.8% | $5,850+86.4% |
| Admin fee / account holder | $375 | $17,109-97.8% | $13,954-97.3% | $11,596-96.8% |