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 | $189,567 | $209,411-9.5% | $178,490+6.2% | $158,922+19.3% |
| Participation rate | 75.0% | 86.3%-11.3pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 25.19% | 188.75%-163.6pp | 151.07%-125.9pp | 302.83%-277.6pp |
| Employer contribution / active EE | $428 | $5,706-92.5% | $5,011-91.5% | $4,761-91.0% |
| Participant deferral / active EE | $2,948 | $5,954-50.5% | $5,202-43.3% | $5,982-50.7% |
| Admin fee / account holder | $1,827 | $17,074-89.3% | $13,984-86.9% | $11,246-83.8% |