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 | $75,453 | $171,865-56.1% | $149,718-49.6% | $147,584-48.9% |
| Participation rate | 78.6% | 88.2%-9.6pp | 87.1%-8.5pp | 82.8%-4.3pp |
| Annual return | 14.61% | 2113.22%-2098.6pp | 1501.63%-1487.0pp | 578.55%-563.9pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,445-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $8,833 | $7,271+21.5% | $6,569+34.5% | $5,439+62.4% |
| Admin fee / account holder | $1,223 | $13,799-91.1% | $11,283-89.2% | $10,885-88.8% |