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 | $82,057 | $102,604-20.0% | $86,188-4.8% | $139,434-41.2% |
| Participation rate | 85.0% | 74.5%+10.5pp | 69.0%+16.0pp | 80.3%+4.7pp |
| Annual return | 14.32% | 1922.51%-1908.2pp | 1168.45%-1154.1pp | 372.94%-358.6pp |
| Employer contribution / active EE | $0 | $3,032-100.0% | $2,380-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $2,979 | $4,676-36.3% | $3,985-25.3% | $6,710-55.6% |
| Admin fee / account holder | $11,743 | $8,657+35.7% | $6,852+71.4% | $11,403+3.0% |