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 | $118,315 | $102,317+15.6% | $146,958-19.5% | $80,856+46.3% |
| Participation rate | 82.1% | 75.8%+6.3pp | 82.2%0pp | 67.6%+14.5pp |
| Annual return | 14.07% | 134.76%-120.7pp | 418.34%-404.3pp | 35.59%-21.5pp |
| Employer contribution / active EE | $444 | $3,713-88.0% | $4,933-91.0% | $2,755-83.9% |
| Participant deferral / active EE | $8,068 | $6,644+21.4% | $8,0700% | $4,296+87.8% |
| Admin fee / account holder | $15,517 | $7,941+95.4% | $12,998+19.4% | $6,918+124.3% |