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 5-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 | $60,577 | $173,345-65.1% | $136,007-55.5% | $145,922-58.5% |
| Participation rate | 75.0% | 80.5%-5.5pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 9.39% | 1163.32%-1153.9pp | 579.32%-569.9pp | 561.29%-551.9pp |
| Employer contribution / active EE | $0 | $5,278-100.0% | $4,217-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $11,328 | $8,699+30.2% | $7,025+61.3% | $6,688+69.4% |
| Admin fee / account holder | $4,919 | $9,954-50.6% | $6,858-28.3% | $13,397-63.3% |