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 | $176,019 | $202,318-13.0% | $172,739+1.9% | $152,861+15.2% |
| Participation rate | 92.3% | 87.1%+5.3pp | 82.6%+9.7pp | 82.4%+9.9pp |
| Annual return | 19.92% | 1029.65%-1009.7pp | 802.84%-782.9pp | 345.32%-325.4pp |
| Employer contribution / active EE | $1,208 | $5,856-79.4% | $5,143-76.5% | $4,762-74.6% |
| Participant deferral / active EE | $4,964 | $5,948-16.5% | $5,198-4.5% | $5,850-15.1% |
| Admin fee / account holder | $6,981 | $17,109-59.2% | $13,954-50.0% | $11,596-39.8% |