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 | $90,661 | $209,832-56.8% | $189,513-52.2% | $167,490-45.9% |
| Participation rate | 70.0% | 88.7%-18.7pp | 87.8%-17.8pp | 82.1%-12.1pp |
| Annual return | 14.88% | 748.27%-733.4pp | 555.15%-540.3pp | 478.56%-463.7pp |
| Employer contribution / active EE | $0 | $6,914-100.0% | $6,162-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $9,136 | $8,935+2.2% | $8,221+11.1% | $6,341+44.1% |
| Admin fee / account holder | $2,675 | $14,293-81.3% | $12,045-77.8% | $12,309-78.3% |