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 | $173,098 | $202,318-14.4% | $172,739+0.2% | $152,861+13.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 26.31% | 1029.65%-1003.3pp | 802.84%-776.5pp | 345.32%-319.0pp |
| Employer contribution / active EE | $489 | $5,856-91.6% | $5,143-90.5% | $4,762-89.7% |
| Participant deferral / active EE | $3,519 | $5,948-40.8% | $5,198-32.3% | $5,850-39.8% |
| Admin fee / account holder | $751 | $17,109-95.6% | $13,954-94.6% | $11,596-93.5% |