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 | $58,532 | $159,901-63.4% | $146,958-60.2% | $145,922-59.9% |
| Participation rate | 76.5% | 84.0%-7.5pp | 82.2%-5.7pp | 80.3%-3.8pp |
| Annual return | 12.20% | 98.13%-85.9pp | 418.34%-406.1pp | 561.29%-549.1pp |
| Employer contribution / active EE | $641 | $5,286-87.9% | $4,933-87.0% | $4,660-86.2% |
| Participant deferral / active EE | $5,315 | $8,428-36.9% | $8,070-34.1% | $6,688-20.5% |
| Admin fee / account holder | $2,165 | $15,044-85.6% | $12,998-83.3% | $13,397-83.8% |