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 | $205,898 | $209,411-1.7% | $178,490+15.4% | $158,922+29.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 7.85% | 188.75%-180.9pp | 151.07%-143.2pp | 302.83%-295.0pp |
| Employer contribution / active EE | $1,013 | $5,706-82.3% | $5,011-79.8% | $4,761-78.7% |
| Participant deferral / active EE | $6,913 | $5,954+16.1% | $5,202+32.9% | $5,982+15.6% |
| Admin fee / account holder | $292,529 | $17,074+1613.3% | $13,984+1991.9% | $11,246+2501.3% |