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 | $71,677 | $171,865-58.3% | $149,718-52.1% | $147,584-51.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 18.35% | 2113.22%-2094.9pp | 1501.63%-1483.3pp | 578.55%-560.2pp |
| Employer contribution / active EE | $554 | $6,275-91.2% | $5,445-89.8% | $4,876-88.6% |
| Participant deferral / active EE | $2,572 | $7,271-64.6% | $6,569-60.8% | $5,439-52.7% |
| Admin fee / account holder | $444 | $13,799-96.8% | $11,283-96.1% | $10,885-95.9% |