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 | $100,236 | $99,020+1.2% | $86,590+15.8% | $147,584-32.1% |
| Participation rate | 94.7% | 76.3%+18.4pp | 73.5%+21.2pp | 82.8%+11.9pp |
| Annual return | 30.37% | 1312.34%-1282.0pp | 964.84%-934.5pp | 578.55%-548.2pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $8,868 | $3,972+123.2% | $3,609+145.7% | $5,439+63.0% |
| Admin fee / account holder | $4,720 | $5,710-17.3% | $4,906-3.8% | $10,885-56.6% |