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 | $197,658 | $176,056+12.3% | $159,436+24.0% | $167,490+18.0% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.92% | 331.75%-316.8pp | 263.57%-248.6pp | 478.56%-463.6pp |
| Employer contribution / active EE | $820 | $5,297-84.5% | $4,829-83.0% | $4,837-83.0% |
| Participant deferral / active EE | $4,100 | $7,750-47.1% | $7,352-44.2% | $6,341-35.3% |
| Admin fee / account holder | $556 | $12,554-95.6% | $10,799-94.9% | $12,309-95.5% |