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 | $109,716 | $198,466-44.7% | $170,442-35.6% | $147,584-25.7% |
| Participation rate | 73.9% | 88.0%-14.1pp | 83.6%-9.7pp | 82.8%-8.9pp |
| Annual return | 22.22% | 257.29%-235.1pp | 205.93%-183.7pp | 578.55%-556.3pp |
| Employer contribution / active EE | $604 | $6,184-90.2% | $5,433-88.9% | $4,876-87.6% |
| Participant deferral / active EE | $3,719 | $5,629-33.9% | $4,939-24.7% | $5,439-31.6% |
| Admin fee / account holder | $987 | $16,852-94.1% | $13,880-92.9% | $10,885-90.9% |