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 | $85,006 | $144,119-41.0% | $117,854-27.9% | $147,584-42.4% |
| Participation rate | 91.3% | 83.4%+7.9pp | 79.7%+11.6pp | 82.8%+8.5pp |
| Annual return | 16.06% | 531.15%-515.1pp | 335.08%-319.0pp | 578.55%-562.5pp |
| Employer contribution / active EE | $0 | $4,896-100.0% | $3,786-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,727 | $5,316-29.9% | $4,482-16.8% | $5,439-31.5% |
| Admin fee / account holder | $2,516 | $10,886-76.9% | $8,020-68.6% | $10,885-76.9% |