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 | $53,596 | $209,832-74.5% | $189,513-71.7% | $167,490-68.0% |
| Participation rate | 80.0% | 88.7%-8.7pp | 87.8%-7.8pp | 82.1%-2.1pp |
| Annual return | 9.73% | 748.27%-738.5pp | 555.15%-545.4pp | 478.56%-468.8pp |
| Employer contribution / active EE | $1,008 | $6,914-85.4% | $6,162-83.6% | $4,837-79.2% |
| Participant deferral / active EE | $4,289 | $8,935-52.0% | $8,221-47.8% | $6,341-32.4% |
| Admin fee / account holder | $34,779 | $14,293+143.3% | $12,045+188.7% | $12,309+182.6% |