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 | $116,053 | $144,119-19.5% | $117,854-1.5% | $147,584-21.4% |
| Participation rate | 70.0% | 83.4%-13.4pp | 79.7%-9.7pp | 82.8%-12.8pp |
| Annual return | 38.08% | 531.15%-493.1pp | 335.08%-297.0pp | 578.55%-540.5pp |
| Employer contribution / active EE | $347 | $4,896-92.9% | $3,786-90.8% | $4,876-92.9% |
| Participant deferral / active EE | $1,832 | $5,316-65.5% | $4,482-59.1% | $5,439-66.3% |
| Admin fee / account holder | $31,017 | $10,886+184.9% | $8,020+286.7% | $10,885+184.9% |