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 | $57,274 | $171,865-66.7% | $149,718-61.7% | $147,584-61.2% |
| Participation rate | 81.8% | 88.2%-6.4pp | 87.1%-5.3pp | 82.8%-1.0pp |
| Annual return | 12.26% | 2113.22%-2101.0pp | 1501.63%-1489.4pp | 578.55%-566.3pp |
| Employer contribution / active EE | $388 | $6,275-93.8% | $5,445-92.9% | $4,876-92.1% |
| Participant deferral / active EE | $2,634 | $7,271-63.8% | $6,569-59.9% | $5,439-51.6% |
| Admin fee / account holder | $17,410 | $13,799+26.2% | $11,283+54.3% | $10,885+59.9% |