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 | $49,059 | $176,056-72.1% | $159,436-69.2% | $167,490-70.7% |
| Participation rate | 80.0% | 84.9%-4.9pp | 82.8%-2.8pp | 82.1%-2.1pp |
| Annual return | 11.48% | 331.75%-320.3pp | 263.57%-252.1pp | 478.56%-467.1pp |
| Employer contribution / active EE | $424 | $5,297-92.0% | $4,829-91.2% | $4,837-91.2% |
| Participant deferral / active EE | $3,885 | $7,750-49.9% | $7,352-47.2% | $6,341-38.7% |
| Admin fee / account holder | $2,788 | $12,554-77.8% | $10,799-74.2% | $12,309-77.3% |