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 | $169,345 | $185,822-8.9% | $169,993-0.4% | $139,434+21.5% |
| Participation rate | 80.0% | 87.8%-7.8pp | 87.0%-7.0pp | 80.3%-0.3pp |
| Annual return | 13.72% | 60.50%-46.8pp | 53.37%-39.7pp | 372.94%-359.2pp |
| Employer contribution / active EE | $928 | $7,590-87.8% | $6,785-86.3% | $4,751-80.5% |
| Participant deferral / active EE | $4,265 | $11,622-63.3% | $10,408-59.0% | $6,710-36.4% |
| Admin fee / account holder | $739 | $15,381-95.2% | $12,815-94.2% | $11,403-93.5% |