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 | $68,422 | $150,440-54.5% | $136,294-49.8% | $147,584-53.6% |
| Participation rate | 73.3% | 84.4%-11.1pp | 81.9%-8.6pp | 82.8%-9.5pp |
| Annual return | 16.62% | 1049.08%-1032.5pp | 5155.94%-5139.3pp | 578.55%-561.9pp |
| Employer contribution / active EE | $19 | $5,256-99.6% | $4,695-99.6% | $4,876-99.6% |
| Participant deferral / active EE | $2,671 | $6,630-59.7% | $6,247-57.2% | $5,439-50.9% |
| Admin fee / account holder | $17,937 | $10,905+64.5% | $9,243+94.1% | $10,885+64.8% |