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 | $52,705 | $169,032-68.8% | $129,207-59.2% | $145,922-63.9% |
| Participation rate | 81.8% | 76.4%+5.4pp | 69.6%+12.2pp | 80.3%+1.5pp |
| Annual return | 18.50% | 14330.11%-14311.6pp | 9417.33%-9398.8pp | 561.29%-542.8pp |
| Employer contribution / active EE | $0 | $5,537-100.0% | $4,153-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $4,560 | $4,987-8.6% | $4,168+9.4% | $6,688-31.8% |
| Admin fee / account holder | $3,885 | $9,954-61.0% | $7,715-49.6% | $13,397-71.0% |