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 | $217,490 | $202,318+7.5% | $172,739+25.9% | $152,861+42.3% |
| Participation rate | 71.4% | 87.1%-15.6pp | 82.6%-11.2pp | 82.4%-11.0pp |
| Annual return | 18.23% | 1029.65%-1011.4pp | 802.84%-784.6pp | 345.32%-327.1pp |
| Employer contribution / active EE | $1,038 | $5,856-82.3% | $5,143-79.8% | $4,762-78.2% |
| Participant deferral / active EE | $8,561 | $5,948+43.9% | $5,198+64.7% | $5,850+46.3% |
| Admin fee / account holder | $1,925 | $17,109-88.7% | $13,954-86.2% | $11,596-83.4% |