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 | $138,224 | $157,256-12.1% | $141,162-2.1% | $152,861-9.6% |
| Participation rate | 84.2% | 84.8%-0.6pp | 82.5%+1.7pp | 82.4%+1.8pp |
| Annual return | 25.34% | 64.32%-39.0pp | 71.39%-46.1pp | 345.32%-320.0pp |
| Employer contribution / active EE | $126 | $5,261-97.6% | $4,735-97.3% | $4,762-97.3% |
| Participant deferral / active EE | $16,821 | $7,109+136.6% | $6,709+150.7% | $5,850+187.5% |
| Admin fee / account holder | $6,726 | $12,120-44.5% | $10,261-34.4% | $11,596-42.0% |