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 | $22,525 | $109,817-79.5% | $98,442-77.1% | $167,490-86.6% |
| Participation rate | 95.5% | 75.8%+19.6pp | 73.3%+22.1pp | 82.1%+13.3pp |
| Annual return | 27.07% | 1956.69%-1929.6pp | 1492.73%-1465.7pp | 478.56%-451.5pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $2,960-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $2,549 | $4,673-45.5% | $4,276-40.4% | $6,341-59.8% |
| Admin fee / account holder | $801 | $6,753-88.1% | $5,949-86.5% | $12,309-93.5% |