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 | $64,863 | $160,055-59.5% | $140,016-53.7% | $135,375-52.1% |
| Participation rate | 70.6% | 88.5%-17.9pp | 87.5%-16.9pp | 82.6%-12.1pp |
| Annual return | 4.91% | 911.38%-906.5pp | 651.12%-646.2pp | 519.73%-514.8pp |
| Employer contribution / active EE | $652 | $6,420-89.8% | $5,606-88.4% | $4,779-86.4% |
| Participant deferral / active EE | $3,641 | $7,642-52.4% | $6,927-47.4% | $5,609-35.1% |
| Admin fee / account holder | $76,766 | $13,328+476.0% | $10,705+617.1% | $10,827+609.0% |