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 | $124,353 | $114,381+8.7% | $107,525+15.7% | $142,382-12.7% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.1%+10.6pp | 80.1%+5.6pp |
| Annual return | 20.72% | 242.71%-222.0pp | 181.32%-160.6pp | 217.08%-196.4pp |
| Employer contribution / active EE | $777 | $4,015-80.6% | $3,754-79.3% | $4,299-81.9% |
| Participant deferral / active EE | $6,899 | $5,564+24.0% | $5,116+34.9% | $6,507+6.0% |
| Admin fee / account holder | $6,224 | $9,860-36.9% | $8,919-30.2% | $12,624-50.7% |