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 | $185,604 | $201,272-7.8% | $184,203+0.8% | $145,922+27.2% |
| Participation rate | 93.8% | 87.5%+6.3pp | 86.8%+6.9pp | 80.3%+13.5pp |
| Annual return | 14.25% | 29.00%-14.8pp | 28.81%-14.6pp | 561.29%-547.0pp |
| Employer contribution / active EE | $776 | $7,022-89.0% | $6,427-87.9% | $4,660-83.4% |
| Participant deferral / active EE | $7,356 | $9,806-25.0% | $9,131-19.4% | $6,688+10.0% |
| Admin fee / account holder | $3,433 | $16,364-79.0% | $13,901-75.3% | $13,397-74.4% |