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 | $164,994 | $157,256+4.9% | $141,162+16.9% | $152,861+7.9% |
| Participation rate | 95.5% | 84.8%+10.6pp | 82.5%+13.0pp | 82.4%+13.0pp |
| Annual return | 21.73% | 64.32%-42.6pp | 71.39%-49.7pp | 345.32%-323.6pp |
| Employer contribution / active EE | $444 | $5,261-91.6% | $4,735-90.6% | $4,762-90.7% |
| Participant deferral / active EE | $10,371 | $7,109+45.9% | $6,709+54.6% | $5,850+77.3% |
| Admin fee / account holder | $667 | $12,120-94.5% | $10,261-93.5% | $11,596-94.2% |