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 | $35,924 | $150,440-76.1% | $136,294-73.6% | $147,584-75.7% |
| Participation rate | 71.4% | 84.4%-13.0pp | 81.9%-10.5pp | 82.8%-11.4pp |
| Annual return | 16.21% | 1049.08%-1032.9pp | 5155.94%-5139.7pp | 578.55%-562.3pp |
| Employer contribution / active EE | $551 | $5,256-89.5% | $4,695-88.3% | $4,876-88.7% |
| Participant deferral / active EE | $8,982 | $6,630+35.5% | $6,247+43.8% | $5,439+65.2% |
| Admin fee / account holder | $8,698 | $10,905-20.2% | $9,243-5.9% | $10,885-20.1% |