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 | $64,792 | $144,119-55.0% | $117,854-45.0% | $147,584-56.1% |
| Participation rate | 87.5% | 83.4%+4.1pp | 79.7%+7.8pp | 82.8%+4.7pp |
| Annual return | 13.27% | 531.15%-517.9pp | 335.08%-321.8pp | 578.55%-565.3pp |
| Employer contribution / active EE | $610 | $4,896-87.5% | $3,786-83.9% | $4,876-87.5% |
| Participant deferral / active EE | $4,220 | $5,316-20.6% | $4,482-5.8% | $5,439-22.4% |
| Admin fee / account holder | $16,724 | $10,886+53.6% | $8,020+108.5% | $10,885+53.6% |