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 | $50,379 | $171,865-70.7% | $149,718-66.4% | $147,584-65.9% |
| Participation rate | 85.7% | 88.2%-2.5pp | 87.1%-1.4pp | 82.8%+2.9pp |
| Annual return | 15.88% | 2113.22%-2097.3pp | 1501.63%-1485.7pp | 578.55%-562.7pp |
| Employer contribution / active EE | $1,031 | $6,275-83.6% | $5,445-81.1% | $4,876-78.9% |
| Participant deferral / active EE | $5,005 | $7,271-31.2% | $6,569-23.8% | $5,439-8.0% |
| Admin fee / account holder | $1,252 | $13,799-90.9% | $11,283-88.9% | $10,885-88.5% |