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 | $165,297 | $201,272-17.9% | $184,203-10.3% | $145,922+13.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.47% | 29.00%-16.5pp | 28.81%-16.3pp | 561.29%-548.8pp |
| Employer contribution / active EE | $971 | $7,022-86.2% | $6,427-84.9% | $4,660-79.2% |
| Participant deferral / active EE | $9,723 | $9,806-0.8% | $9,131+6.5% | $6,688+45.4% |
| Admin fee / account holder | $13,260 | $16,364-19.0% | $13,901-4.6% | $13,397-1.0% |