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 | $78,484 | $99,020-20.7% | $86,590-9.4% | $147,584-46.8% |
| Participation rate | 94.1% | 76.3%+17.8pp | 73.5%+20.6pp | 82.8%+11.3pp |
| Annual return | 12.53% | 1312.34%-1299.8pp | 964.84%-952.3pp | 578.55%-566.0pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $10,038 | $3,972+152.7% | $3,609+178.2% | $5,439+84.6% |
| Admin fee / account holder | $1,056 | $5,710-81.5% | $4,906-78.5% | $10,885-90.3% |