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 | $98,951 | $171,865-42.4% | $149,718-33.9% | $147,584-33.0% |
| Participation rate | 81.3% | 88.2%-6.9pp | 87.1%-5.8pp | 82.8%-1.6pp |
| Annual return | 21.16% | 2113.22%-2092.1pp | 1501.63%-1480.5pp | 578.55%-557.4pp |
| Employer contribution / active EE | $570 | $6,275-90.9% | $5,445-89.5% | $4,876-88.3% |
| Participant deferral / active EE | $6,453 | $7,271-11.2% | $6,569-1.8% | $5,439+18.7% |
| Admin fee / account holder | $997 | $13,799-92.8% | $11,283-91.2% | $10,885-90.8% |