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 | $194,009 | $150,440+29.0% | $136,294+42.3% | $147,584+31.5% |
| Participation rate | 93.8% | 84.4%+9.3pp | 81.9%+11.8pp | 82.8%+10.9pp |
| Annual return | 19.63% | 1049.08%-1029.4pp | 5155.94%-5136.3pp | 578.55%-558.9pp |
| Employer contribution / active EE | $773 | $5,256-85.3% | $4,695-83.5% | $4,876-84.2% |
| Participant deferral / active EE | $3,049 | $6,630-54.0% | $6,247-51.2% | $5,439-43.9% |
| Admin fee / account holder | $14,039 | $10,905+28.7% | $9,243+51.9% | $10,885+29.0% |