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 | $58,544 | $150,440-61.1% | $136,294-57.0% | $147,584-60.3% |
| Participation rate | 95.7% | 84.4%+11.2pp | 81.9%+13.7pp | 82.8%+12.8pp |
| Annual return | 14.52% | 1049.08%-1034.6pp | 5155.94%-5141.4pp | 578.55%-564.0pp |
| Employer contribution / active EE | $501 | $5,256-90.5% | $4,695-89.3% | $4,876-89.7% |
| Participant deferral / active EE | $3,202 | $6,630-51.7% | $6,247-48.7% | $5,439-41.1% |
| Admin fee / account holder | $20,297 | $10,905+86.1% | $9,243+119.6% | $10,885+86.5% |