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 | $138,739 | $176,056-21.2% | $159,436-13.0% | $167,490-17.2% |
| Participation rate | 77.8% | 84.9%-7.2pp | 82.8%-5.0pp | 82.1%-4.3pp |
| Annual return | 12.05% | 331.75%-319.7pp | 263.57%-251.5pp | 478.56%-466.5pp |
| Employer contribution / active EE | $435 | $5,297-91.8% | $4,829-91.0% | $4,837-91.0% |
| Participant deferral / active EE | $6,523 | $7,750-15.8% | $7,352-11.3% | $6,341+2.9% |
| Admin fee / account holder | $1,312 | $12,554-89.6% | $10,799-87.9% | $12,309-89.3% |