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 | $175,242 | $185,822-5.7% | $169,993+3.1% | $139,434+25.7% |
| Participation rate | 82.4% | 87.8%-5.4pp | 87.0%-4.6pp | 80.3%+2.0pp |
| Annual return | 13.22% | 60.50%-47.3pp | 53.37%-40.2pp | 372.94%-359.7pp |
| Employer contribution / active EE | $687 | $7,590-91.0% | $6,785-89.9% | $4,751-85.5% |
| Participant deferral / active EE | $6,801 | $11,622-41.5% | $10,408-34.7% | $6,710+1.4% |
| Admin fee / account holder | $47,260 | $15,381+207.3% | $12,815+268.8% | $11,403+314.5% |