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 | $174,055 | $217,402-19.9% | $185,823-6.3% | $167,490+3.9% |
| Participation rate | 81.8% | 86.0%-4.2pp | 81.7%+0.1pp | 82.1%-0.3pp |
| Annual return | 10.57% | 148.36%-137.8pp | 122.05%-111.5pp | 478.56%-468.0pp |
| Employer contribution / active EE | $510 | $5,873-91.3% | $5,167-90.1% | $4,837-89.5% |
| Participant deferral / active EE | $3,448 | $6,356-45.8% | $5,568-38.1% | $6,341-45.6% |
| Admin fee / account holder | $108,515 | $19,811+447.8% | $16,237+568.3% | $12,309+781.6% |