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 | $86,681 | $124,185-30.2% | $108,410-20.0% | $167,490-48.2% |
| Participation rate | 91.7% | 82.3%+9.4pp | 80.1%+11.5pp | 82.1%+9.6pp |
| Annual return | 19.36% | 1379.64%-1360.3pp | 905.27%-885.9pp | 478.56%-459.2pp |
| Employer contribution / active EE | $357 | $4,187-91.5% | $3,558-90.0% | $4,837-92.6% |
| Participant deferral / active EE | $8,293 | $6,908+20.0% | $6,563+26.4% | $6,341+30.8% |
| Admin fee / account holder | $772 | $9,455-91.8% | $7,295-89.4% | $12,309-93.7% |