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 | $186,223 | $150,440+23.8% | $136,294+36.6% | $147,584+26.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 20.76% | 1049.08%-1028.3pp | 5155.94%-5135.2pp | 578.55%-557.8pp |
| Employer contribution / active EE | $128 | $5,256-97.6% | $4,695-97.3% | $4,876-97.4% |
| Participant deferral / active EE | $12,400 | $6,630+87.0% | $6,247+98.5% | $5,439+128.0% |
| Admin fee / account holder | $1,978 | $10,905-81.9% | $9,243-78.6% | $10,885-81.8% |