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 | $49,720 | $150,440-67.0% | $136,294-63.5% | $147,584-66.3% |
| Participation rate | 72.7% | 84.4%-11.7pp | 81.9%-9.2pp | 82.8%-10.1pp |
| Annual return | 18.75% | 1049.08%-1030.3pp | 5155.94%-5137.2pp | 578.55%-559.8pp |
| Employer contribution / active EE | $830 | $5,256-84.2% | $4,695-82.3% | $4,876-83.0% |
| Participant deferral / active EE | $3,987 | $6,630-39.9% | $6,247-36.2% | $5,439-26.7% |
| Admin fee / account holder | $1,199 | $10,905-89.0% | $9,243-87.0% | $10,885-89.0% |