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 | $51,757 | $72,400-28.5% | $67,502-23.3% | $145,922-64.5% |
| Participation rate | 72.2% | 76.9%-4.6pp | 72.9%-0.7pp | 80.3%-8.1pp |
| Annual return | 11.36% | 7182.46%-7171.1pp | 3512.12%-3500.8pp | 561.29%-549.9pp |
| Employer contribution / active EE | $0 | $3,069-100.0% | $2,731-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $4,483 | $4,783-6.3% | $4,000+12.1% | $6,688-33.0% |
| Admin fee / account holder | $8,005 | $5,539+44.5% | $3,998+100.2% | $13,397-40.2% |