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 | $49,876 | $144,119-65.4% | $117,854-57.7% | $147,584-66.2% |
| Participation rate | 73.7% | 83.4%-9.7pp | 79.7%-6.0pp | 82.8%-9.1pp |
| Annual return | 16.87% | 531.15%-514.3pp | 335.08%-318.2pp | 578.55%-561.7pp |
| Employer contribution / active EE | $501 | $4,896-89.8% | $3,786-86.8% | $4,876-89.7% |
| Participant deferral / active EE | $1,837 | $5,316-65.4% | $4,482-59.0% | $5,439-66.2% |
| Admin fee / account holder | $2,567 | $10,886-76.4% | $8,020-68.0% | $10,885-76.4% |