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 | $52,561 | $217,402-75.8% | $185,823-71.7% | $167,490-68.6% |
| Participation rate | 71.4% | 86.0%-14.6pp | 81.7%-10.3pp | 82.1%-10.7pp |
| Annual return | 16.69% | 148.36%-131.7pp | 122.05%-105.4pp | 478.56%-461.9pp |
| Employer contribution / active EE | $941 | $5,873-84.0% | $5,167-81.8% | $4,837-80.5% |
| Participant deferral / active EE | $4,173 | $6,356-34.3% | $5,568-25.0% | $6,341-34.2% |
| Admin fee / account holder | $5,033 | $19,811-74.6% | $16,237-69.0% | $12,309-59.1% |