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 | $49,788 | $100,852-50.6% | $90,404-44.9% | $158,922-68.7% |
| Participation rate | 88.2% | 75.0%+13.2pp | 72.7%+15.6pp | 82.0%+6.3pp |
| Annual return | 8.24% | 1724.20%-1716.0pp | 1293.02%-1284.8pp | 302.83%-294.6pp |
| Employer contribution / active EE | $144 | $3,689-96.1% | $3,262-95.6% | $4,761-97.0% |
| Participant deferral / active EE | $2,947 | $4,348-32.2% | $3,963-25.6% | $5,982-50.7% |
| Admin fee / account holder | $8,708 | $6,501+33.9% | $5,611+55.2% | $11,246-22.6% |