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 | $121,508 | $171,865-29.3% | $149,718-18.8% | $147,584-17.7% |
| Participation rate | 75.0% | 88.2%-13.2pp | 87.1%-12.1pp | 82.8%-7.8pp |
| Annual return | 19.04% | 2113.22%-2094.2pp | 1501.63%-1482.6pp | 578.55%-559.5pp |
| Employer contribution / active EE | $584 | $6,275-90.7% | $5,445-89.3% | $4,876-88.0% |
| Participant deferral / active EE | $5,843 | $7,271-19.6% | $6,569-11.1% | $5,439+7.4% |
| Admin fee / account holder | $11,476 | $13,799-16.8% | $11,283+1.7% | $10,885+5.4% |