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 | $228,568 | $150,440+51.9% | $136,294+67.7% | $147,584+54.9% |
| Participation rate | 95.2% | 84.4%+10.8pp | 81.9%+13.3pp | 82.8%+12.4pp |
| Annual return | 13.60% | 1049.08%-1035.5pp | 5155.94%-5142.3pp | 578.55%-565.0pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,695-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $13,216 | $6,630+99.3% | $6,247+111.6% | $5,439+143.0% |
| Admin fee / account holder | $1,897 | $10,905-82.6% | $9,243-79.5% | $10,885-82.6% |