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 | $150,844 | $165,335-8.8% | $149,696+0.8% | $158,922-5.1% |
| Participation rate | 78.6% | 84.6%-6.0pp | 82.5%-3.9pp | 82.0%-3.4pp |
| Annual return | 22.79% | 348.15%-325.4pp | 276.60%-253.8pp | 302.83%-280.0pp |
| Employer contribution / active EE | $179 | $5,103-96.5% | $4,644-96.2% | $4,761-96.2% |
| Participant deferral / active EE | $5,222 | $7,181-27.3% | $6,842-23.7% | $5,982-12.7% |
| Admin fee / account holder | $2,006 | $10,807-81.4% | $9,309-78.4% | $11,246-82.2% |