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 | $89,234 | $109,817-18.7% | $98,442-9.4% | $167,490-46.7% |
| Participation rate | 92.9% | 75.8%+17.0pp | 73.3%+19.5pp | 82.1%+10.8pp |
| Annual return | 12.33% | 1956.69%-1944.4pp | 1492.73%-1480.4pp | 478.56%-466.2pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $2,960-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $4,818 | $4,673+3.1% | $4,276+12.7% | $6,341-24.0% |
| Admin fee / account holder | $7,836 | $6,753+16.0% | $5,949+31.7% | $12,309-36.3% |