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 | $167,314 | $217,402-23.0% | $185,823-10.0% | $167,490-0.1% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 23.42% | 148.36%-124.9pp | 122.05%-98.6pp | 478.56%-455.1pp |
| Employer contribution / active EE | $1,200 | $5,873-79.6% | $5,167-76.8% | $4,837-75.2% |
| Participant deferral / active EE | $11,998 | $6,356+88.8% | $5,568+115.5% | $6,341+89.2% |
| Admin fee / account holder | $1,853 | $19,811-90.6% | $16,237-88.6% | $12,309-84.9% |