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 | $49,842 | $209,832-76.2% | $189,513-73.7% | $167,490-70.2% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 18.81% | 748.27%-729.5pp | 555.15%-536.3pp | 478.56%-459.7pp |
| Employer contribution / active EE | $803 | $6,914-88.4% | $6,162-87.0% | $4,837-83.4% |
| Participant deferral / active EE | $3,957 | $8,935-55.7% | $8,221-51.9% | $6,341-37.6% |
| Admin fee / account holder | $5,468 | $14,293-61.7% | $12,045-54.6% | $12,309-55.6% |