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 | $124,346 | $159,901-22.2% | $146,958-15.4% | $145,922-14.8% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 11.31% | 98.13%-86.8pp | 418.34%-407.0pp | 561.29%-550.0pp |
| Employer contribution / active EE | $374 | $5,286-92.9% | $4,933-92.4% | $4,660-92.0% |
| Participant deferral / active EE | $10,889 | $8,428+29.2% | $8,070+34.9% | $6,688+62.8% |
| Admin fee / account holder | $46,021 | $15,044+205.9% | $12,998+254.1% | $13,397+243.5% |