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 | $77,835 | $150,440-48.3% | $136,294-42.9% | $147,584-47.3% |
| Participation rate | 76.5% | 84.4%-8.0pp | 81.9%-5.5pp | 82.8%-6.4pp |
| Annual return | 14.40% | 1049.08%-1034.7pp | 5155.94%-5141.5pp | 578.55%-564.2pp |
| Employer contribution / active EE | $679 | $5,256-87.1% | $4,695-85.5% | $4,876-86.1% |
| Participant deferral / active EE | $4,390 | $6,630-33.8% | $6,247-29.7% | $5,439-19.3% |
| Admin fee / account holder | $16,169 | $10,905+48.3% | $9,243+74.9% | $10,885+48.5% |