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 | $85,523 | $159,901-46.5% | $146,958-41.8% | $145,922-41.4% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.7pp | 80.3%-8.8pp |
| Annual return | 24.00% | 98.13%-74.1pp | 418.34%-394.3pp | 561.29%-537.3pp |
| Employer contribution / active EE | $27 | $5,286-99.5% | $4,933-99.4% | $4,660-99.4% |
| Participant deferral / active EE | $13,062 | $8,428+55.0% | $8,070+61.9% | $6,688+95.3% |
| Admin fee / account holder | $48,037 | $15,044+219.3% | $12,998+269.6% | $13,397+258.6% |