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 | $178,174-2.2% | $156,181+11.6% | $137,256+27.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 14.55% | 84.19%-69.6pp | 64.87%-50.3pp | 220.34%-205.8pp |
| Employer contribution / active EE | -$5 | $4,972-100.1% | $4,294-100.1% | $4,156-100.1% |
| Participant deferral / active EE | $6,763 | $6,888-1.8% | $6,132+10.3% | $6,407+5.6% |
| Admin fee / account holder | $29,463 | $17,404+69.3% | $14,586+102.0% | $12,270+140.1% |