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 9-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 | $67,788 | $150,440-54.9% | $136,294-50.3% | $147,584-54.1% |
| Participation rate | 86.7% | 84.4%+2.2pp | 81.9%+4.7pp | 82.8%+3.8pp |
| Annual return | 15.69% | 1049.08%-1033.4pp | 5155.94%-5140.2pp | 578.55%-562.9pp |
| Employer contribution / active EE | $861 | $5,256-83.6% | $4,695-81.7% | $4,876-82.3% |
| Participant deferral / active EE | $2,640 | $6,630-60.2% | $6,247-57.7% | $5,439-51.5% |
| Admin fee / account holder | $3,371 | $10,905-69.1% | $9,243-63.5% | $10,885-69.0% |