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 | $66,787 | $202,318-67.0% | $172,739-61.3% | $152,861-56.3% |
| Participation rate | 77.3% | 87.1%-9.8pp | 82.6%-5.4pp | 82.4%-5.2pp |
| Annual return | 23.64% | 1029.65%-1006.0pp | 802.84%-779.2pp | 345.32%-321.7pp |
| Employer contribution / active EE | $1,225 | $5,856-79.1% | $5,143-76.2% | $4,762-74.3% |
| Participant deferral / active EE | $3,451 | $5,948-42.0% | $5,198-33.6% | $5,850-41.0% |
| Admin fee / account holder | $4,100 | $17,109-76.0% | $13,954-70.6% | $11,596-64.6% |