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 | $114,235 | $150,440-24.1% | $136,294-16.2% | $147,584-22.6% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 16.10% | 1049.08%-1033.0pp | 5155.94%-5139.8pp | 578.55%-562.5pp |
| Employer contribution / active EE | $406 | $5,256-92.3% | $4,695-91.4% | $4,876-91.7% |
| Participant deferral / active EE | $4,310 | $6,630-35.0% | $6,247-31.0% | $5,439-20.8% |
| Admin fee / account holder | $2,886 | $10,905-73.5% | $9,243-68.8% | $10,885-73.5% |