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 | $172,050 | $226,064-23.9% | $182,532-5.7% | $152,861+12.6% |
| Participation rate | 82.6% | 82.5%+0.2pp | 78.0%+4.6pp | 82.4%+0.2pp |
| Annual return | 22.90% | 192.51%-169.6pp | 148.54%-125.6pp | 345.32%-322.4pp |
| Employer contribution / active EE | $37 | $4,978-99.2% | $4,076-99.1% | $4,762-99.2% |
| Participant deferral / active EE | $11,339 | $6,368+78.1% | $5,524+105.3% | $5,850+93.8% |
| Admin fee / account holder | $10,787 | $10,703+0.8% | $8,592+25.5% | $11,596-7.0% |