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 | $81,532 | $150,440-45.8% | $136,294-40.2% | $147,584-44.8% |
| Participation rate | 94.7% | 84.4%+10.3pp | 81.9%+12.8pp | 82.8%+11.9pp |
| Annual return | 10.69% | 1049.08%-1038.4pp | 5155.94%-5145.2pp | 578.55%-567.9pp |
| Employer contribution / active EE | $72 | $5,256-98.6% | $4,695-98.5% | $4,876-98.5% |
| Participant deferral / active EE | $11,641 | $6,630+75.6% | $6,247+86.3% | $5,439+114.0% |
| Admin fee / account holder | $13,619 | $10,905+24.9% | $9,243+47.3% | $10,885+25.1% |