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 | $162,466 | $165,984-2.1% | $164,813-1.4% | $145,922+11.3% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.6%+4.7pp | 80.3%+3.1pp |
| Annual return | 11.45% | 100.03%-88.6pp | 69.93%-58.5pp | 561.29%-549.8pp |
| Employer contribution / active EE | $625 | $5,273-88.1% | $4,341-85.6% | $4,660-86.6% |
| Participant deferral / active EE | $2,928 | $6,959-57.9% | $6,031-51.5% | $6,688-56.2% |
| Admin fee / account holder | $11,170 | $16,648-32.9% | $12,690-12.0% | $13,397-16.6% |