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 | $35,841 | $171,865-79.1% | $149,718-76.1% | $147,584-75.7% |
| Participation rate | 75.0% | 88.2%-13.2pp | 87.1%-12.1pp | 82.8%-7.8pp |
| Annual return | 16.90% | 2113.22%-2096.3pp | 1501.63%-1484.7pp | 578.55%-561.6pp |
| Employer contribution / active EE | $1,159 | $6,275-81.5% | $5,445-78.7% | $4,876-76.2% |
| Participant deferral / active EE | $2,970 | $7,271-59.1% | $6,569-54.8% | $5,439-45.4% |
| Admin fee / account holder | $542 | $13,799-96.1% | $11,283-95.2% | $10,885-95.0% |