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 | $43,232 | $202,318-78.6% | $172,739-75.0% | $152,861-71.7% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.4%-7.4pp |
| Annual return | 16.49% | 1029.65%-1013.2pp | 802.84%-786.4pp | 345.32%-328.8pp |
| Employer contribution / active EE | $1,170 | $5,856-80.0% | $5,143-77.2% | $4,762-75.4% |
| Participant deferral / active EE | $5,171 | $5,948-13.1% | $5,198-0.5% | $5,850-11.6% |
| Admin fee / account holder | $47,444 | $17,109+177.3% | $13,954+240.0% | $11,596+309.1% |