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 | $48,934 | $198,466-75.3% | $170,442-71.3% | $147,584-66.8% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 12.43% | 257.29%-244.9pp | 205.93%-193.5pp | 578.55%-566.1pp |
| Employer contribution / active EE | $1,120 | $6,184-81.9% | $5,433-79.4% | $4,876-77.0% |
| Participant deferral / active EE | $2,524 | $5,629-55.2% | $4,939-48.9% | $5,439-53.6% |
| Admin fee / account holder | $1,241 | $16,852-92.6% | $13,880-91.1% | $10,885-88.6% |