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 | $42,800 | $135,635-68.4% | $110,238-61.2% | $135,375-68.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 2883.68% | 513.19%+2370.5pp | 314.74%+2568.9pp | 519.73%+2363.9pp |
| Employer contribution / active EE | $608 | $4,906-87.6% | $3,826-84.1% | $4,779-87.3% |
| Participant deferral / active EE | $4,181 | $5,506-24.1% | $4,672-10.5% | $5,609-25.5% |
| Admin fee / account holder | $2,331 | $11,457-79.7% | $8,547-72.7% | $10,827-78.5% |