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 | $209,475 | $176,056+19.0% | $159,436+31.4% | $167,490+25.1% |
| Participation rate | 95.8% | 84.9%+10.9pp | 82.8%+13.0pp | 82.1%+13.7pp |
| Annual return | 12.80% | 331.75%-319.0pp | 263.57%-250.8pp | 478.56%-465.8pp |
| Employer contribution / active EE | $114 | $5,297-97.8% | $4,829-97.6% | $4,837-97.6% |
| Participant deferral / active EE | $2,667 | $7,750-65.6% | $7,352-63.7% | $6,341-57.9% |
| Admin fee / account holder | $25,323 | $12,554+101.7% | $10,799+134.5% | $12,309+105.7% |