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 | $80,842 | $198,466-59.3% | $170,442-52.6% | $147,584-45.2% |
| Participation rate | 83.3% | 88.0%-4.6pp | 83.6%-0.3pp | 82.8%+0.5pp |
| Annual return | 22.49% | 257.29%-234.8pp | 205.93%-183.4pp | 578.55%-556.1pp |
| Employer contribution / active EE | $1,238 | $6,184-80.0% | $5,433-77.2% | $4,876-74.6% |
| Participant deferral / active EE | $3,443 | $5,629-38.8% | $4,939-30.3% | $5,439-36.7% |
| Admin fee / account holder | $1,417 | $16,852-91.6% | $13,880-89.8% | $10,885-87.0% |