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 8-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 | $169,609 | $175,202-3.2% | $149,673+13.3% | $139,434+21.6% |
| Participation rate | 72.7% | 83.4%-10.7pp | 78.8%-6.0pp | 80.3%-7.6pp |
| Annual return | 20.98% | 166.71%-145.7pp | 134.42%-113.4pp | 372.94%-352.0pp |
| Employer contribution / active EE | $1,037 | $5,474-81.1% | $4,818-78.5% | $4,751-78.2% |
| Participant deferral / active EE | $2,258 | $6,519-65.4% | $5,680-60.3% | $6,710-66.4% |
| Admin fee / account holder | $2,226 | $16,150-86.2% | $13,210-83.2% | $11,403-80.5% |