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 | $58,300 | $150,440-61.2% | $136,294-57.2% | $147,584-60.5% |
| Participation rate | 72.7% | 84.4%-11.7pp | 81.9%-9.2pp | 82.8%-10.1pp |
| Annual return | 12.01% | 1049.08%-1037.1pp | 5155.94%-5143.9pp | 578.55%-566.5pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,695-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $6,564 | $6,630-1.0% | $6,247+5.1% | $5,439+20.7% |
| Admin fee / account holder | $3,692 | $10,905-66.1% | $9,243-60.1% | $10,885-66.1% |