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 | $56,030 | $150,440-62.8% | $136,294-58.9% | $147,584-62.0% |
| Participation rate | 82.4% | 84.4%-2.1pp | 81.9%+0.4pp | 82.8%-0.5pp |
| Annual return | 20.60% | 1049.08%-1028.5pp | 5155.94%-5135.3pp | 578.55%-558.0pp |
| Employer contribution / active EE | $481 | $5,256-90.8% | $4,695-89.8% | $4,876-90.1% |
| Participant deferral / active EE | $4,298 | $6,630-35.2% | $6,247-31.2% | $5,439-21.0% |
| Admin fee / account holder | $1,479 | $10,905-86.4% | $9,243-84.0% | $10,885-86.4% |