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 | $59,718 | $159,934-62.7% | $147,005-59.4% | $145,959-59.1% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.7pp | 80.3%-8.9pp |
| Annual return | 11.11% | 98.24%-87.1pp | 418.76%-407.7pp | 561.95%-550.8pp |
| Employer contribution / active EE | $571 | $5,287-89.2% | $4,934-88.4% | $4,661-87.7% |
| Participant deferral / active EE | $8,827 | $8,427+4.7% | $8,070+9.4% | $6,689+32.0% |
| Admin fee / account holder | $828 | $15,053-94.5% | $13,006-93.6% | $13,398-93.8% |