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 | $210,160 | $202,318+3.9% | $172,739+21.7% | $152,861+37.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 26.80% | 1029.65%-1002.8pp | 802.84%-776.0pp | 345.32%-318.5pp |
| Employer contribution / active EE | $170 | $5,856-97.1% | $5,143-96.7% | $4,762-96.4% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,850-100.0% |
| Admin fee / account holder | $3,365 | $17,109-80.3% | $13,954-75.9% | $11,596-71.0% |