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 | $60,009 | $144,119-58.4% | $117,854-49.1% | $147,584-59.3% |
| Participation rate | 76.5% | 83.4%-6.9pp | 79.7%-3.2pp | 82.8%-6.4pp |
| Annual return | 11.95% | 531.15%-519.2pp | 335.08%-323.1pp | 578.55%-566.6pp |
| Employer contribution / active EE | $125 | $4,896-97.4% | $3,786-96.7% | $4,876-97.4% |
| Participant deferral / active EE | $2,544 | $5,316-52.1% | $4,482-43.2% | $5,439-53.2% |
| Admin fee / account holder | $16,449 | $10,886+51.1% | $8,020+105.1% | $10,885+51.1% |