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 | $187,432 | $176,056+6.5% | $159,436+17.6% | $167,490+11.9% |
| Participation rate | 77.3% | 84.9%-7.7pp | 82.8%-5.5pp | 82.1%-4.8pp |
| Annual return | 15.32% | 331.75%-316.4pp | 263.57%-248.2pp | 478.56%-463.2pp |
| Employer contribution / active EE | $273 | $5,297-94.8% | $4,829-94.3% | $4,837-94.3% |
| Participant deferral / active EE | $17,169 | $7,750+121.5% | $7,352+133.5% | $6,341+170.8% |
| Admin fee / account holder | $6,354 | $12,554-49.4% | $10,799-41.2% | $12,309-48.4% |