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 | $56,043 | $209,411-73.2% | $178,490-68.6% | $158,922-64.7% |
| Participation rate | 71.4% | 86.3%-14.9pp | 81.9%-10.5pp | 82.0%-10.5pp |
| Annual return | 7.95% | 188.75%-180.8pp | 151.07%-143.1pp | 302.83%-294.9pp |
| Employer contribution / active EE | $1,084 | $5,706-81.0% | $5,011-78.4% | $4,761-77.2% |
| Participant deferral / active EE | $2,792 | $5,954-53.1% | $5,202-46.3% | $5,982-53.3% |
| Admin fee / account holder | $56,727 | $17,074+232.2% | $13,984+305.7% | $11,246+404.4% |