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 | $151,862 | $197,591-23.1% | $177,821-14.6% | $158,922-4.4% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.7%-7.7pp | 82.0%-2.0pp |
| Annual return | 19.19% | 58.76%-39.6pp | 48.32%-29.1pp | 302.83%-283.6pp |
| Employer contribution / active EE | $748 | $6,697-88.8% | $5,918-87.4% | $4,761-84.3% |
| Participant deferral / active EE | $7,800 | $8,405-7.2% | $7,714+1.1% | $5,982+30.4% |
| Admin fee / account holder | $14,113 | $15,399-8.4% | $12,427+13.6% | $11,246+25.5% |