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 | $38,732 | $202,318-80.9% | $172,739-77.6% | $152,861-74.7% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.4%-7.4pp |
| Annual return | 22.43% | 1029.65%-1007.2pp | 802.84%-780.4pp | 345.32%-322.9pp |
| Employer contribution / active EE | $735 | $5,856-87.4% | $5,143-85.7% | $4,762-84.6% |
| Participant deferral / active EE | $2,761 | $5,948-53.6% | $5,198-46.9% | $5,850-52.8% |
| Admin fee / account holder | $2,816 | $17,109-83.5% | $13,954-79.8% | $11,596-75.7% |