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 | $28,678 | $150,440-80.9% | $136,294-79.0% | $147,584-80.6% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 12.66% | 1049.08%-1036.4pp | 5155.94%-5143.3pp | 578.55%-565.9pp |
| Employer contribution / active EE | $764 | $5,256-85.5% | $4,695-83.7% | $4,876-84.3% |
| Participant deferral / active EE | $2,819 | $6,630-57.5% | $6,247-54.9% | $5,439-48.2% |
| Admin fee / account holder | $13,973 | $10,905+28.1% | $9,243+51.2% | $10,885+28.4% |