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 | $51,472 | $183,519-72.0% | $155,509-66.9% | $145,922-64.7% |
| Participation rate | 70.0% | 82.7%-12.7pp | 78.2%-8.2pp | 80.3%-10.3pp |
| Annual return | 10.63% | 61.17%-50.5pp | 64.67%-54.0pp | 561.29%-550.7pp |
| Employer contribution / active EE | $385 | $5,313-92.8% | $4,672-91.8% | $4,660-91.7% |
| Participant deferral / active EE | $1,849 | $6,462-71.4% | $5,626-67.1% | $6,688-72.4% |
| Admin fee / account holder | $27,091 | $19,313+40.3% | $15,912+70.3% | $13,397+102.2% |