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 | $187,756 | $150,440+24.8% | $136,294+37.8% | $147,584+27.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 20.55% | 1049.08%-1028.5pp | 5155.94%-5135.4pp | 578.55%-558.0pp |
| Employer contribution / active EE | $533 | $5,256-89.9% | $4,695-88.6% | $4,876-89.1% |
| Participant deferral / active EE | $4,762 | $6,630-28.2% | $6,247-23.8% | $5,439-12.4% |
| Admin fee / account holder | $4,736 | $10,905-56.6% | $9,243-48.8% | $10,885-56.5% |