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 | $59,158 | $124,185-52.4% | $108,410-45.4% | $167,490-64.7% |
| Participation rate | 75.0% | 82.3%-7.3pp | 80.1%-5.1pp | 82.1%-7.1pp |
| Annual return | 9.98% | 1379.64%-1369.7pp | 905.27%-895.3pp | 478.56%-468.6pp |
| Employer contribution / active EE | $0 | $4,187-100.0% | $3,558-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $6,552 | $6,908-5.2% | $6,563-0.2% | $6,341+3.3% |
| Admin fee / account holder | $705 | $9,455-92.5% | $7,295-90.3% | $12,309-94.3% |