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 | $37,896 | $171,865-78.0% | $149,718-74.7% | $147,584-74.3% |
| Participation rate | 73.3% | 88.2%-14.9pp | 87.1%-13.7pp | 82.8%-9.5pp |
| Annual return | 13.75% | 2113.22%-2099.5pp | 1501.63%-1487.9pp | 578.55%-564.8pp |
| Employer contribution / active EE | $667 | $6,275-89.4% | $5,445-87.8% | $4,876-86.3% |
| Participant deferral / active EE | $2,793 | $7,271-61.6% | $6,569-57.5% | $5,439-48.7% |
| Admin fee / account holder | $6,903 | $13,799-50.0% | $11,283-38.8% | $10,885-36.6% |