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 | $50,343 | $183,963-72.6% | $162,163-69.0% | $152,861-67.1% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.6%-12.6pp | 82.4%-7.4pp |
| Annual return | 13.11% | 150.76%-137.7pp | 115.59%-102.5pp | 345.32%-332.2pp |
| Employer contribution / active EE | $980 | $6,371-84.6% | $5,614-82.5% | $4,762-79.4% |
| Participant deferral / active EE | $3,065 | $8,034-61.9% | $7,298-58.0% | $5,850-47.6% |
| Admin fee / account holder | $1,235 | $13,121-90.6% | $10,843-88.6% | $11,596-89.4% |