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 | $225,492 | $202,318+11.5% | $172,739+30.5% | $152,861+47.5% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.4%-7.4pp |
| Annual return | 20.10% | 1029.65%-1009.6pp | 802.84%-782.7pp | 345.32%-325.2pp |
| Employer contribution / active EE | $923 | $5,856-84.2% | $5,143-82.1% | $4,762-80.6% |
| Participant deferral / active EE | $5,978 | $5,948+0.5% | $5,198+15.0% | $5,850+2.2% |
| Admin fee / account holder | $5,000 | $17,109-70.8% | $13,954-64.2% | $11,596-56.9% |