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 | $96,068 | $114,047-15.8% | $96,139-0.1% | $167,490-42.6% |
| Participation rate | 94.7% | 75.1%+19.7pp | 68.4%+26.3pp | 82.1%+12.6pp |
| Annual return | 8.75% | 189.88%-181.1pp | 191.94%-183.2pp | 478.56%-469.8pp |
| Employer contribution / active EE | $100 | $3,427-97.1% | $2,797-96.4% | $4,837-97.9% |
| Participant deferral / active EE | $6,615 | $5,194+27.4% | $4,349+52.1% | $6,341+4.3% |
| Admin fee / account holder | $12,757 | $6,897+85.0% | $5,537+130.4% | $12,309+3.6% |