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 | $234,676 | $150,440+56.0% | $136,294+72.2% | $147,584+59.0% |
| Participation rate | 92.9% | 84.4%+8.4pp | 81.9%+10.9pp | 82.8%+10.0pp |
| Annual return | 24.36% | 1049.08%-1024.7pp | 5155.94%-5131.6pp | 578.55%-554.2pp |
| Employer contribution / active EE | $592 | $5,256-88.7% | $4,695-87.4% | $4,876-87.9% |
| Participant deferral / active EE | $2,957 | $6,630-55.4% | $6,247-52.7% | $5,439-45.6% |
| Admin fee / account holder | $12,120 | $10,905+11.1% | $9,243+31.1% | $10,885+11.3% |