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 | $46,410 | $210,648-78.0% | $177,989-73.9% | $145,922-68.2% |
| Participation rate | 72.7% | 80.8%-8.0pp | 77.1%-4.4pp | 80.3%-7.5pp |
| Annual return | 8.20% | 385.86%-377.7pp | 294.48%-286.3pp | 561.29%-553.1pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $3,949-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $1,648 | $6,958-76.3% | $6,276-73.7% | $6,688-75.4% |
| Admin fee / account holder | $2,553 | $12,013-78.7% | $10,363-75.4% | $13,397-80.9% |