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 | $118,590 | $202,318-41.4% | $172,739-31.3% | $152,861-22.4% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.4%-2.4pp |
| Annual return | 20.31% | 1029.65%-1009.3pp | 802.84%-782.5pp | 345.32%-325.0pp |
| Employer contribution / active EE | $946 | $5,856-83.9% | $5,143-81.6% | $4,762-80.1% |
| Participant deferral / active EE | $6,077 | $5,948+2.2% | $5,198+16.9% | $5,850+3.9% |
| Admin fee / account holder | $1,023 | $17,109-94.0% | $13,954-92.7% | $11,596-91.2% |