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 | $155,360 | $171,865-9.6% | $149,718+3.8% | $147,584+5.3% |
| Participation rate | 71.4% | 88.2%-16.8pp | 87.1%-15.6pp | 82.8%-11.4pp |
| Annual return | 15.27% | 2113.22%-2097.9pp | 1501.63%-1486.4pp | 578.55%-563.3pp |
| Employer contribution / active EE | $899 | $6,275-85.7% | $5,445-83.5% | $4,876-81.6% |
| Participant deferral / active EE | $5,747 | $7,271-21.0% | $6,569-12.5% | $5,439+5.7% |
| Admin fee / account holder | $41,856 | $13,799+203.3% | $11,283+271.0% | $10,885+284.5% |