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 | $111,458 | $202,318-44.9% | $172,739-35.5% | $152,861-27.1% |
| Participation rate | 70.6% | 87.1%-16.5pp | 82.6%-12.1pp | 82.4%-11.9pp |
| Annual return | 18.40% | 1029.65%-1011.2pp | 802.84%-784.4pp | 345.32%-326.9pp |
| Employer contribution / active EE | $0 | $5,856-100.0% | $5,143-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $5,124 | $5,948-13.9% | $5,198-1.4% | $5,850-12.4% |
| Admin fee / account holder | $20,173 | $17,109+17.9% | $13,954+44.6% | $11,596+74.0% |