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 | $80,870 | $183,963-56.0% | $162,163-50.1% | $152,861-47.1% |
| Participation rate | 72.7% | 88.5%-15.8pp | 87.6%-14.8pp | 82.4%-9.7pp |
| Annual return | 35.55% | 150.76%-115.2pp | 115.59%-80.0pp | 345.32%-309.8pp |
| Employer contribution / active EE | $737 | $6,371-88.4% | $5,614-86.9% | $4,762-84.5% |
| Participant deferral / active EE | $3,695 | $8,034-54.0% | $7,298-49.4% | $5,850-36.8% |
| Admin fee / account holder | $1,270 | $13,121-90.3% | $10,843-88.3% | $11,596-89.0% |