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 | $234,264 | $183,963+27.3% | $162,163+44.5% | $152,861+53.3% |
| Participation rate | 84.6% | 88.5%-3.9pp | 87.6%-2.9pp | 82.4%+2.2pp |
| Annual return | 19.49% | 150.76%-131.3pp | 115.59%-96.1pp | 345.32%-325.8pp |
| Employer contribution / active EE | $1,136 | $6,371-82.2% | $5,614-79.8% | $4,762-76.1% |
| Participant deferral / active EE | $7,147 | $8,034-11.0% | $7,298-2.1% | $5,850+22.2% |
| Admin fee / account holder | $2,143 | $13,121-83.7% | $10,843-80.2% | $11,596-81.5% |