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 | $31,642 | $150,440-79.0% | $136,294-76.8% | $147,584-78.6% |
| Participation rate | 90.5% | 84.4%+6.1pp | 81.9%+8.6pp | 82.8%+7.6pp |
| Annual return | 49.49% | 1049.08%-999.6pp | 5155.94%-5106.4pp | 578.55%-529.1pp |
| Employer contribution / active EE | $528 | $5,256-90.0% | $4,695-88.8% | $4,876-89.2% |
| Participant deferral / active EE | $2,852 | $6,630-57.0% | $6,247-54.3% | $5,439-47.6% |
| Admin fee / account holder | $987 | $10,905-90.9% | $9,243-89.3% | $10,885-90.9% |