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 | $203,250 | $150,440+35.1% | $136,294+49.1% | $147,584+37.7% |
| Participation rate | 72.7% | 84.4%-11.7pp | 81.9%-9.2pp | 82.8%-10.1pp |
| Annual return | 17.34% | 1049.08%-1031.7pp | 5155.94%-5138.6pp | 578.55%-561.2pp |
| Employer contribution / active EE | $635 | $5,256-87.9% | $4,695-86.5% | $4,876-87.0% |
| Participant deferral / active EE | $8,228 | $6,630+24.1% | $6,247+31.7% | $5,439+51.3% |
| Admin fee / account holder | $3,418 | $10,905-68.7% | $9,243-63.0% | $10,885-68.6% |