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 8-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 | $90,119 | $150,440-40.1% | $136,294-33.9% | $147,584-38.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 14.58% | 1049.08%-1034.5pp | 5155.94%-5141.4pp | 578.55%-564.0pp |
| Employer contribution / active EE | $384 | $5,256-92.7% | $4,695-91.8% | $4,876-92.1% |
| Participant deferral / active EE | $6,151 | $6,630-7.2% | $6,247-1.5% | $5,439+13.1% |
| Admin fee / account holder | $5,597 | $10,905-48.7% | $9,243-39.4% | $10,885-48.6% |