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 5-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 | $162,976 | $173,345-6.0% | $136,007+19.8% | $145,922+11.7% |
| Participation rate | 100.0% | 80.5%+19.5pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 13.57% | 1163.32%-1149.7pp | 579.32%-565.7pp | 561.29%-547.7pp |
| Employer contribution / active EE | $0 | $5,278-100.0% | $4,217-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $10,006 | $8,699+15.0% | $7,025+42.4% | $6,688+49.6% |
| Admin fee / account holder | $2,597 | $9,954-73.9% | $6,858-62.1% | $13,397-80.6% |