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 | $96,719 | $171,865-43.7% | $149,718-35.4% | $147,584-34.5% |
| Participation rate | 78.6% | 88.2%-9.6pp | 87.1%-8.5pp | 82.8%-4.3pp |
| Annual return | 17.27% | 2113.22%-2095.9pp | 1501.63%-1484.4pp | 578.55%-561.3pp |
| Employer contribution / active EE | $1,312 | $6,275-79.1% | $5,445-75.9% | $4,876-73.1% |
| Participant deferral / active EE | $2,698 | $7,271-62.9% | $6,569-58.9% | $5,439-50.4% |
| Admin fee / account holder | $7,723 | $13,799-44.0% | $11,283-31.6% | $10,885-29.1% |