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 | $15,567 | $169,032-90.8% | $129,207-88.0% | $145,922-89.3% |
| Participation rate | 77.3% | 76.4%+0.8pp | 69.6%+7.7pp | 80.3%-3.0pp |
| Annual return | 8.84% | 14330.11%-14321.3pp | 9417.33%-9408.5pp | 561.29%-552.4pp |
| Employer contribution / active EE | $0 | $5,537-100.0% | $4,153-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $3,013 | $4,987-39.6% | $4,168-27.7% | $6,688-55.0% |
| Admin fee / account holder | $2,254 | $9,954-77.4% | $7,715-70.8% | $13,397-83.2% |