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 | $156,878 | $165,984-5.5% | $164,813-4.8% | $145,922+7.5% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.6%+7.1pp | 80.3%+5.4pp |
| Annual return | 13.64% | 100.03%-86.4pp | 69.93%-56.3pp | 561.29%-547.6pp |
| Employer contribution / active EE | $1,103 | $5,273-79.1% | $4,341-74.6% | $4,660-76.3% |
| Participant deferral / active EE | $5,393 | $6,959-22.5% | $6,031-10.6% | $6,688-19.4% |
| Admin fee / account holder | $12,755 | $16,648-23.4% | $12,690+0.5% | $13,397-4.8% |