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 | $174,838 | $154,228+13.4% | $145,433+20.2% | $137,256+27.4% |
| Participation rate | 90.0% | 83.8%+6.2pp | 82.1%+7.9pp | 80.0%+10.0pp |
| Annual return | 12.77% | 74.59%-61.8pp | 66.58%-53.8pp | 220.34%-207.6pp |
| Employer contribution / active EE | $374 | $4,804-92.2% | $4,554-91.8% | $4,156-91.0% |
| Participant deferral / active EE | $2,747 | $8,216-66.6% | $7,897-65.2% | $6,407-57.1% |
| Admin fee / account holder | $74,480 | $14,344+419.3% | $13,129+467.3% | $12,270+507.0% |