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 | $111,202 | $198,466-44.0% | $170,442-34.8% | $147,584-24.7% |
| Participation rate | 87.5% | 88.0%-0.5pp | 83.6%+3.9pp | 82.8%+4.7pp |
| Annual return | 21.65% | 257.29%-235.6pp | 205.93%-184.3pp | 578.55%-556.9pp |
| Employer contribution / active EE | $1,288 | $6,184-79.2% | $5,433-76.3% | $4,876-73.6% |
| Participant deferral / active EE | $5,646 | $5,629+0.3% | $4,939+14.3% | $5,439+3.8% |
| Admin fee / account holder | $663 | $16,852-96.1% | $13,880-95.2% | $10,885-93.9% |