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 | $60,752 | $171,865-64.7% | $149,718-59.4% | $147,584-58.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 9.49% | 2113.22%-2103.7pp | 1501.63%-1492.1pp | 578.55%-569.1pp |
| Employer contribution / active EE | $660 | $6,275-89.5% | $5,445-87.9% | $4,876-86.5% |
| Participant deferral / active EE | $3,133 | $7,271-56.9% | $6,569-52.3% | $5,439-42.4% |
| Admin fee / account holder | $596 | $13,799-95.7% | $11,283-94.7% | $10,885-94.5% |