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 | $75,333 | $150,440-49.9% | $136,294-44.7% | $147,584-49.0% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 14.96% | 1049.08%-1034.1pp | 5155.94%-5141.0pp | 578.55%-563.6pp |
| Employer contribution / active EE | $181 | $5,256-96.6% | $4,695-96.1% | $4,876-96.3% |
| Participant deferral / active EE | $3,771 | $6,630-43.1% | $6,247-39.6% | $5,439-30.7% |
| Admin fee / account holder | $4,752 | $10,905-56.4% | $9,243-48.6% | $10,885-56.3% |