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 | $122,889 | $118,680+3.5% | $98,907+24.2% | $158,922-22.7% |
| Participation rate | 71.4% | 77.8%-6.4pp | 76.0%-4.6pp | 82.0%-10.5pp |
| Annual return | 7.03% | 372.35%-365.3pp | 196.43%-189.4pp | 302.83%-295.8pp |
| Employer contribution / active EE | $426 | $3,333-87.2% | $2,689-84.2% | $4,761-91.1% |
| Participant deferral / active EE | $7,991 | $5,088+57.1% | $4,244+88.3% | $5,982+33.6% |
| Admin fee / account holder | $20,761 | $10,131+104.9% | $6,642+212.6% | $11,246+84.6% |