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 | $208,633 | $209,832-0.6% | $189,513+10.1% | $167,490+24.6% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 16.04% | 748.27%-732.2pp | 555.15%-539.1pp | 478.56%-462.5pp |
| Employer contribution / active EE | $1,402 | $6,914-79.7% | $6,162-77.2% | $4,837-71.0% |
| Participant deferral / active EE | $8,703 | $8,935-2.6% | $8,221+5.9% | $6,341+37.2% |
| Admin fee / account holder | $8,724 | $14,293-39.0% | $12,045-27.6% | $12,309-29.1% |