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 | $116,055 | $150,440-22.9% | $136,294-14.8% | $147,584-21.4% |
| Participation rate | 91.3% | 84.4%+6.9pp | 81.9%+9.4pp | 82.8%+8.5pp |
| Annual return | 17.97% | 1049.08%-1031.1pp | 5155.94%-5138.0pp | 578.55%-560.6pp |
| Employer contribution / active EE | $870 | $5,256-83.5% | $4,695-81.5% | $4,876-82.2% |
| Participant deferral / active EE | $9,104 | $6,630+37.3% | $6,247+45.7% | $5,439+67.4% |
| Admin fee / account holder | $1,670 | $10,905-84.7% | $9,243-81.9% | $10,885-84.7% |