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 | $162,429 | $202,318-19.7% | $172,739-6.0% | $152,861+6.3% |
| Participation rate | 78.6% | 87.1%-8.5pp | 82.6%-4.1pp | 82.4%-3.9pp |
| Annual return | 15.23% | 1029.65%-1014.4pp | 802.84%-787.6pp | 345.32%-330.1pp |
| Employer contribution / active EE | $735 | $5,856-87.5% | $5,143-85.7% | $4,762-84.6% |
| Participant deferral / active EE | $5,435 | $5,948-8.6% | $5,198+4.6% | $5,850-7.1% |
| Admin fee / account holder | $135,730 | $17,109+693.3% | $13,954+872.7% | $11,596+1070.4% |