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 6-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 | $61,754 | $159,901-61.4% | $146,958-58.0% | $145,922-57.7% |
| Participation rate | 72.7% | 84.0%-11.3pp | 82.2%-9.4pp | 80.3%-7.5pp |
| Annual return | 18.70% | 98.13%-79.4pp | 418.34%-399.6pp | 561.29%-542.6pp |
| Employer contribution / active EE | $530 | $5,286-90.0% | $4,933-89.3% | $4,660-88.6% |
| Participant deferral / active EE | $15,228 | $8,428+80.7% | $8,070+88.7% | $6,688+127.7% |
| Admin fee / account holder | $17,149 | $15,044+14.0% | $12,998+31.9% | $13,397+28.0% |