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 | $174,320 | $179,726-3.0% | $156,263+11.6% | $142,382+22.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 14.55% | 77.86%-63.3pp | 59.47%-44.9pp | 217.08%-202.5pp |
| Employer contribution / active EE | -$5 | $5,069-100.1% | $4,333-100.1% | $4,299-100.1% |
| Participant deferral / active EE | $6,763 | $6,956-2.8% | $6,158+9.8% | $6,507+3.9% |
| Admin fee / account holder | $29,463 | $17,272+70.6% | $14,255+106.7% | $12,624+133.4% |