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 | $231,307 | $217,402+6.4% | $185,823+24.5% | $167,490+38.1% |
| Participation rate | 83.3% | 86.0%-2.7pp | 81.7%+1.6pp | 82.1%+1.2pp |
| Annual return | 11.56% | 148.36%-136.8pp | 122.05%-110.5pp | 478.56%-467.0pp |
| Employer contribution / active EE | $1,052 | $5,873-82.1% | $5,167-79.6% | $4,837-78.3% |
| Participant deferral / active EE | $7,372 | $6,356+16.0% | $5,568+32.4% | $6,341+16.3% |
| Admin fee / account holder | $11,481 | $19,811-42.0% | $16,237-29.3% | $12,309-6.7% |