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 | $240,415 | $183,963+30.7% | $162,163+48.3% | $152,861+57.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 14.52% | 150.76%-136.2pp | 115.59%-101.1pp | 345.32%-330.8pp |
| Employer contribution / active EE | $780 | $6,371-87.8% | $5,614-86.1% | $4,762-83.6% |
| Participant deferral / active EE | $10,000 | $8,034+24.5% | $7,298+37.0% | $5,850+70.9% |
| Admin fee / account holder | $80,000 | $13,121+509.7% | $10,843+637.8% | $11,596+589.9% |