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 | $56,035 | $171,865-67.4% | $149,718-62.6% | $147,584-62.0% |
| Participation rate | 90.9% | 88.2%+2.7pp | 87.1%+3.8pp | 82.8%+8.1pp |
| Annual return | 15.29% | 2113.22%-2097.9pp | 1501.63%-1486.3pp | 578.55%-563.3pp |
| Employer contribution / active EE | $989 | $6,275-84.2% | $5,445-81.8% | $4,876-79.7% |
| Participant deferral / active EE | $2,887 | $7,271-60.3% | $6,569-56.1% | $5,439-46.9% |
| Admin fee / account holder | $2,843 | $13,799-79.4% | $11,283-74.8% | $10,885-73.9% |