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 | $172,589 | $152,587+13.1% | $125,175+37.9% | $152,861+12.9% |
| Participation rate | 78.9% | 83.3%-4.4pp | 79.8%-0.8pp | 82.4%-3.5pp |
| Annual return | 19.86% | 54.84%-35.0pp | 43.79%-23.9pp | 345.32%-325.5pp |
| Employer contribution / active EE | $903 | $4,946-81.7% | $3,865-76.6% | $4,762-81.0% |
| Participant deferral / active EE | $5,130 | $5,868-12.6% | $4,937+3.9% | $5,850-12.3% |
| Admin fee / account holder | $581 | $13,434-95.7% | $9,702-94.0% | $11,596-95.0% |