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 | $137,519 | $150,440-8.6% | $136,294+0.9% | $147,584-6.8% |
| Participation rate | 72.7% | 84.4%-11.7pp | 81.9%-9.2pp | 82.8%-10.1pp |
| Annual return | 17.10% | 1049.08%-1032.0pp | 5155.94%-5138.8pp | 578.55%-561.4pp |
| Employer contribution / active EE | $308 | $5,256-94.1% | $4,695-93.5% | $4,876-93.7% |
| Participant deferral / active EE | $6,409 | $6,630-3.3% | $6,247+2.6% | $5,439+17.8% |
| Admin fee / account holder | $4,418 | $10,905-59.5% | $9,243-52.2% | $10,885-59.4% |