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 | $61,140 | $150,440-59.4% | $136,294-55.1% | $147,584-58.6% |
| Participation rate | 84.2% | 84.4%-0.2pp | 81.9%+2.3pp | 82.8%+1.4pp |
| Annual return | 13.51% | 1049.08%-1035.6pp | 5155.94%-5142.4pp | 578.55%-565.0pp |
| Employer contribution / active EE | $734 | $5,256-86.0% | $4,695-84.4% | $4,876-84.9% |
| Participant deferral / active EE | $3,018 | $6,630-54.5% | $6,247-51.7% | $5,439-44.5% |
| Admin fee / account holder | $4,633 | $10,905-57.5% | $9,243-49.9% | $10,885-57.4% |