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 | $113,638 | $150,440-24.5% | $136,294-16.6% | $147,584-23.0% |
| Participation rate | 81.8% | 84.4%-2.6pp | 81.9%-0.1pp | 82.8%-1.0pp |
| Annual return | 17.66% | 1049.08%-1031.4pp | 5155.94%-5138.3pp | 578.55%-560.9pp |
| Employer contribution / active EE | $389 | $5,256-92.6% | $4,695-91.7% | $4,876-92.0% |
| Participant deferral / active EE | $10,218 | $6,630+54.1% | $6,247+63.6% | $5,439+87.9% |
| Admin fee / account holder | $28,322 | $10,905+159.7% | $9,243+206.4% | $10,885+160.2% |