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 | $134,504 | $183,963-26.9% | $162,163-17.1% | $152,861-12.0% |
| Participation rate | 90.0% | 88.5%+1.5pp | 87.6%+2.4pp | 82.4%+7.6pp |
| Annual return | 21.10% | 150.76%-129.7pp | 115.59%-94.5pp | 345.32%-324.2pp |
| Employer contribution / active EE | $1,074 | $6,371-83.1% | $5,614-80.9% | $4,762-77.5% |
| Participant deferral / active EE | $5,529 | $8,034-31.2% | $7,298-24.2% | $5,850-5.5% |
| Admin fee / account holder | $4,826 | $13,121-63.2% | $10,843-55.5% | $11,596-58.4% |