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 | $66,581 | $171,865-61.3% | $149,718-55.5% | $147,584-54.9% |
| Participation rate | 70.6% | 88.2%-17.6pp | 87.1%-16.5pp | 82.8%-12.2pp |
| Annual return | 17.03% | 2113.22%-2096.2pp | 1501.63%-1484.6pp | 578.55%-561.5pp |
| Employer contribution / active EE | $1,040 | $6,275-83.4% | $5,445-80.9% | $4,876-78.7% |
| Participant deferral / active EE | $2,738 | $7,271-62.3% | $6,569-58.3% | $5,439-49.7% |
| Admin fee / account holder | $1,818 | $13,799-86.8% | $11,283-83.9% | $10,885-83.3% |