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 | $82,657 | $72,177+14.5% | $115,037-28.1% | $59,632+38.6% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | 1425.61% | 12.02%+1413.6pp | 26.14%+1399.5pp | 2041.28%-615.7pp |
| Employer contribution / active EE | $26 | $2,841-99.1% | $4,608-99.4% | $2,203-98.8% |
| Participant deferral / active EE | $6,490 | $4,783+35.7% | $6,026+7.7% | $3,192+103.3% |
| Admin fee / account holder | $2,052 | $4,927-58.3% | $8,175-74.9% | $4,297-52.2% |