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 | $168,977 | $157,256+7.5% | $141,162+19.7% | $152,861+10.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 30.53% | 64.32%-33.8pp | 71.39%-40.9pp | 345.32%-314.8pp |
| Employer contribution / active EE | $519 | $5,261-90.1% | $4,735-89.0% | $4,762-89.1% |
| Participant deferral / active EE | $16,280 | $7,109+129.0% | $6,709+142.7% | $5,850+178.3% |
| Admin fee / account holder | $471 | $12,120-96.1% | $10,261-95.4% | $11,596-95.9% |