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 | $240,347 | $150,440+59.8% | $136,294+76.3% | $147,584+62.9% |
| Participation rate | 93.8% | 84.4%+9.3pp | 81.9%+11.8pp | 82.8%+10.9pp |
| Annual return | 34.22% | 1049.08%-1014.9pp | 5155.94%-5121.7pp | 578.55%-544.3pp |
| Employer contribution / active EE | $752 | $5,256-85.7% | $4,695-84.0% | $4,876-84.6% |
| Participant deferral / active EE | $19,071 | $6,630+187.6% | $6,247+205.3% | $5,439+250.6% |
| Admin fee / account holder | $30,456 | $10,905+179.3% | $9,243+229.5% | $10,885+179.8% |