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 | $39,375 | $171,865-77.1% | $149,718-73.7% | $147,584-73.3% |
| Participation rate | 85.7% | 88.2%-2.5pp | 87.1%-1.4pp | 82.8%+2.9pp |
| Annual return | 16.85% | 2113.22%-2096.4pp | 1501.63%-1484.8pp | 578.55%-561.7pp |
| Employer contribution / active EE | $1,184 | $6,275-81.1% | $5,445-78.3% | $4,876-75.7% |
| Participant deferral / active EE | $2,935 | $7,271-59.6% | $6,569-55.3% | $5,439-46.0% |
| Admin fee / account holder | $830 | $13,799-94.0% | $11,283-92.6% | $10,885-92.4% |