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 | $51,751 | $198,466-73.9% | $170,442-69.6% | $147,584-64.9% |
| Participation rate | 71.4% | 88.0%-16.5pp | 83.6%-12.2pp | 82.8%-11.4pp |
| Annual return | 15.76% | 257.29%-241.5pp | 205.93%-190.2pp | 578.55%-562.8pp |
| Employer contribution / active EE | $821 | $6,184-86.7% | $5,433-84.9% | $4,876-83.2% |
| Participant deferral / active EE | $3,745 | $5,629-33.5% | $4,939-24.2% | $5,439-31.1% |
| Admin fee / account holder | $46,569 | $16,852+176.3% | $13,880+235.5% | $10,885+327.8% |