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 | $94,050 | $171,865-45.3% | $149,718-37.2% | $147,584-36.3% |
| Participation rate | 85.7% | 88.2%-2.5pp | 87.1%-1.4pp | 82.8%+2.9pp |
| Annual return | 12.65% | 2113.22%-2100.6pp | 1501.63%-1489.0pp | 578.55%-565.9pp |
| Employer contribution / active EE | $1,285 | $6,275-79.5% | $5,445-76.4% | $4,876-73.7% |
| Participant deferral / active EE | $3,914 | $7,271-46.2% | $6,569-40.4% | $5,439-28.0% |
| Admin fee / account holder | $79,875 | $13,799+478.8% | $11,283+607.9% | $10,885+633.8% |