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 | $76,978 | $150,440-48.8% | $136,294-43.5% | $147,584-47.8% |
| Participation rate | 70.0% | 84.4%-14.4pp | 81.9%-11.9pp | 82.8%-12.8pp |
| Annual return | 17.64% | 1049.08%-1031.4pp | 5155.94%-5138.3pp | 578.55%-560.9pp |
| Employer contribution / active EE | $411 | $5,256-92.2% | $4,695-91.3% | $4,876-91.6% |
| Participant deferral / active EE | $8,802 | $6,630+32.8% | $6,247+40.9% | $5,439+61.8% |
| Admin fee / account holder | $693 | $10,905-93.6% | $9,243-92.5% | $10,885-93.6% |