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 | $162,751 | $202,318-19.6% | $172,739-5.8% | $152,861+6.5% |
| Participation rate | 78.3% | 87.1%-8.8pp | 82.6%-4.4pp | 82.4%-4.2pp |
| Annual return | 16.81% | 1029.65%-1012.8pp | 802.84%-786.0pp | 345.32%-328.5pp |
| Employer contribution / active EE | $585 | $5,856-90.0% | $5,143-88.6% | $4,762-87.7% |
| Participant deferral / active EE | $4,816 | $5,948-19.0% | $5,198-7.3% | $5,850-17.7% |
| Admin fee / account holder | $6,525 | $17,109-61.9% | $13,954-53.2% | $11,596-43.7% |