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 | $119,918 | $202,318-40.7% | $172,739-30.6% | $152,861-21.6% |
| Participation rate | 70.0% | 87.1%-17.1pp | 82.6%-12.6pp | 82.4%-12.4pp |
| Annual return | 20.48% | 1029.65%-1009.2pp | 802.84%-782.4pp | 345.32%-324.8pp |
| Employer contribution / active EE | $457 | $5,856-92.2% | $5,143-91.1% | $4,762-90.4% |
| Participant deferral / active EE | $4,962 | $5,948-16.6% | $5,198-4.5% | $5,850-15.2% |
| Admin fee / account holder | $4,894 | $17,109-71.4% | $13,954-64.9% | $11,596-57.8% |