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 | $113,650 | $202,318-43.8% | $172,739-34.2% | $152,861-25.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 19.18% | 1029.65%-1010.5pp | 802.84%-783.7pp | 345.32%-326.1pp |
| Employer contribution / active EE | $895 | $5,856-84.7% | $5,143-82.6% | $4,762-81.2% |
| Participant deferral / active EE | $4,543 | $5,948-23.6% | $5,198-12.6% | $5,850-22.3% |
| Admin fee / account holder | $7,569 | $17,109-55.8% | $13,954-45.8% | $11,596-34.7% |