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 | $68,665 | $197,591-65.2% | $177,821-61.4% | $158,922-56.8% |
| Participation rate | 71.4% | 88.5%-17.1pp | 87.7%-16.3pp | 82.0%-10.5pp |
| Annual return | 11.33% | 58.76%-47.4pp | 48.32%-37.0pp | 302.83%-291.5pp |
| Employer contribution / active EE | $1,429 | $6,697-78.7% | $5,918-75.9% | $4,761-70.0% |
| Participant deferral / active EE | $5,549 | $8,405-34.0% | $7,714-28.1% | $5,982-7.2% |
| Admin fee / account holder | $42,165 | $15,399+173.8% | $12,427+239.3% | $11,246+274.9% |