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 | $110,111 | $183,963-40.1% | $162,163-32.1% | $152,861-28.0% |
| Participation rate | 73.9% | 88.5%-14.6pp | 87.6%-13.6pp | 82.4%-8.5pp |
| Annual return | 22.28% | 150.76%-128.5pp | 115.59%-93.3pp | 345.32%-323.0pp |
| Employer contribution / active EE | $499 | $6,371-92.2% | $5,614-91.1% | $4,762-89.5% |
| Participant deferral / active EE | $3,162 | $8,034-60.6% | $7,298-56.7% | $5,850-46.0% |
| Admin fee / account holder | $40,224 | $13,121+206.5% | $10,843+271.0% | $11,596+246.9% |