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 | $162,079 | $157,256+3.1% | $141,162+14.8% | $152,861+6.0% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.4%+5.1pp |
| Annual return | 23.05% | 64.32%-41.3pp | 71.39%-48.3pp | 345.32%-322.3pp |
| Employer contribution / active EE | $764 | $5,261-85.5% | $4,735-83.9% | $4,762-84.0% |
| Participant deferral / active EE | $5,979 | $7,109-15.9% | $6,709-10.9% | $5,850+2.2% |
| Admin fee / account holder | $35,719 | $12,120+194.7% | $10,261+248.1% | $11,596+208.0% |