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 | $249,509 | $209,411+19.1% | $178,490+39.8% | $158,922+57.0% |
| Participation rate | 84.2% | 86.3%-2.1pp | 81.9%+2.3pp | 82.0%+2.3pp |
| Annual return | 13.28% | 188.75%-175.5pp | 151.07%-137.8pp | 302.83%-289.5pp |
| Employer contribution / active EE | $1,040 | $5,706-81.8% | $5,011-79.2% | $4,761-78.2% |
| Participant deferral / active EE | $2,432 | $5,954-59.2% | $5,202-53.2% | $5,982-59.3% |
| Admin fee / account holder | $4,103 | $17,074-76.0% | $13,984-70.7% | $11,246-63.5% |