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 | $73,047 | $159,901-54.3% | $146,958-50.3% | $145,922-49.9% |
| Participation rate | 94.7% | 84.0%+10.7pp | 82.2%+12.6pp | 80.3%+14.5pp |
| Annual return | 15.66% | 98.13%-82.5pp | 418.34%-402.7pp | 561.29%-545.6pp |
| Employer contribution / active EE | $420 | $5,286-92.1% | $4,933-91.5% | $4,660-91.0% |
| Participant deferral / active EE | $9,525 | $8,428+13.0% | $8,070+18.0% | $6,688+42.4% |
| Admin fee / account holder | $18,685 | $15,044+24.2% | $12,998+43.8% | $13,397+39.5% |