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 | $38,951 | $171,865-77.3% | $149,718-74.0% | $147,584-73.6% |
| Participation rate | 90.9% | 88.2%+2.7pp | 87.1%+3.8pp | 82.8%+8.1pp |
| Annual return | 15.78% | 2113.22%-2097.4pp | 1501.63%-1485.8pp | 578.55%-562.8pp |
| Employer contribution / active EE | $1,266 | $6,275-79.8% | $5,445-76.8% | $4,876-74.0% |
| Participant deferral / active EE | $3,793 | $7,271-47.8% | $6,569-42.3% | $5,439-30.3% |
| Admin fee / account holder | $13,943 | $13,799+1.0% | $11,283+23.6% | $10,885+28.1% |