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 | $193,702 | $198,466-2.4% | $170,442+13.6% | $147,584+31.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 18.85% | 257.29%-238.4pp | 205.93%-187.1pp | 578.55%-559.7pp |
| Employer contribution / active EE | $1,179 | $6,184-80.9% | $5,433-78.3% | $4,876-75.8% |
| Participant deferral / active EE | $5,233 | $5,629-7.0% | $4,939+5.9% | $5,439-3.8% |
| Admin fee / account holder | $3,752 | $16,852-77.7% | $13,880-73.0% | $10,885-65.5% |