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 | $213,477 | $150,440+41.9% | $136,294+56.6% | $147,584+44.6% |
| Participation rate | 72.2% | 84.4%-12.2pp | 81.9%-9.7pp | 82.8%-10.6pp |
| Annual return | 13.45% | 1049.08%-1035.6pp | 5155.94%-5142.5pp | 578.55%-565.1pp |
| Employer contribution / active EE | $268 | $5,256-94.9% | $4,695-94.3% | $4,876-94.5% |
| Participant deferral / active EE | $10,755 | $6,630+62.2% | $6,247+72.2% | $5,439+97.8% |
| Admin fee / account holder | $10,964 | $10,905+0.5% | $9,243+18.6% | $10,885+0.7% |