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 | $176,115 | $144,119+22.2% | $117,854+49.4% | $147,584+19.3% |
| Participation rate | 87.5% | 83.4%+4.1pp | 79.7%+7.8pp | 82.8%+4.7pp |
| Annual return | 21.58% | 531.15%-509.6pp | 335.08%-313.5pp | 578.55%-557.0pp |
| Employer contribution / active EE | $194 | $4,896-96.0% | $3,786-94.9% | $4,876-96.0% |
| Participant deferral / active EE | $5,573 | $5,316+4.8% | $4,482+24.3% | $5,439+2.5% |
| Admin fee / account holder | $916 | $10,886-91.6% | $8,020-88.6% | $10,885-91.6% |