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 | $28,786 | $150,440-80.9% | $136,294-78.9% | $147,584-80.5% |
| Participation rate | 82.4% | 84.4%-2.1pp | 81.9%+0.4pp | 82.8%-0.5pp |
| Annual return | 15.85% | 1049.08%-1033.2pp | 5155.94%-5140.1pp | 578.55%-562.7pp |
| Employer contribution / active EE | $84 | $5,256-98.4% | $4,695-98.2% | $4,876-98.3% |
| Participant deferral / active EE | $4,093 | $6,630-38.3% | $6,247-34.5% | $5,439-24.7% |
| Admin fee / account holder | $888 | $10,905-91.9% | $9,243-90.4% | $10,885-91.8% |