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 | $74,283 | $150,440-50.6% | $136,294-45.5% | $147,584-49.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 11.71% | 1049.08%-1037.4pp | 5155.94%-5144.2pp | 578.55%-566.8pp |
| Employer contribution / active EE | $656 | $5,256-87.5% | $4,695-86.0% | $4,876-86.6% |
| Participant deferral / active EE | $7,504 | $6,630+13.2% | $6,247+20.1% | $5,439+38.0% |
| Admin fee / account holder | $42,182 | $10,905+286.8% | $9,243+356.3% | $10,885+287.5% |