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 | $79,083 | $209,411-62.2% | $178,490-55.7% | $158,922-50.2% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 29.44% | 188.75%-159.3pp | 151.07%-121.6pp | 302.83%-273.4pp |
| Employer contribution / active EE | $746 | $5,706-86.9% | $5,011-85.1% | $4,761-84.3% |
| Participant deferral / active EE | $11,375 | $5,954+91.0% | $5,202+118.7% | $5,982+90.1% |
| Admin fee / account holder | $142,924 | $17,074+737.1% | $13,984+922.1% | $11,246+1170.9% |