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 | $87,035 | $202,432-57.0% | $169,368-48.6% | $139,434-37.6% |
| Participation rate | 85.7% | 81.1%+4.6pp | 77.1%+8.6pp | 80.3%+5.4pp |
| Annual return | 17.73% | 531.74%-514.0pp | 405.60%-387.9pp | 372.94%-355.2pp |
| Employer contribution / active EE | $39 | $4,692-99.2% | $4,013-99.0% | $4,751-99.2% |
| Participant deferral / active EE | $4,692 | $6,938-32.4% | $6,221-24.6% | $6,710-30.1% |
| Admin fee / account holder | $2,353 | $10,708-78.0% | $9,003-73.9% | $11,403-79.4% |