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 | $163,567 | $209,832-22.0% | $189,513-13.7% | $167,490-2.3% |
| Participation rate | 77.8% | 88.7%-10.9pp | 87.8%-10.0pp | 82.1%-4.3pp |
| Annual return | 14.46% | 748.27%-733.8pp | 555.15%-540.7pp | 478.56%-464.1pp |
| Employer contribution / active EE | $1,166 | $6,914-83.1% | $6,162-81.1% | $4,837-75.9% |
| Participant deferral / active EE | $7,974 | $8,935-10.8% | $8,221-3.0% | $6,341+25.7% |
| Admin fee / account holder | $14,340 | $14,293+0.3% | $12,045+19.1% | $12,309+16.5% |