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 | $158,876 | $104,106+52.6% | $71,086+123.5% | $135,375+17.4% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.7%+45.3pp | 82.6%+17.4pp |
| Annual return | 30.84% | 1256.30%-1225.5pp | 650.59%-619.7pp | 519.73%-488.9pp |
| Employer contribution / active EE | $0 | $1,485-100.0% | $1,088-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $19,250 | $2,527+661.8% | $1,874+927.1% | $5,609+243.2% |
| Admin fee / account holder | $1,132 | $4,142-72.7% | $3,082-63.3% | $10,827-89.5% |