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 | $215,645 | $209,411+3.0% | $178,490+20.8% | $158,922+35.7% |
| Participation rate | 71.4% | 86.3%-14.9pp | 81.9%-10.5pp | 82.0%-10.5pp |
| Annual return | 11.97% | 188.75%-176.8pp | 151.07%-139.1pp | 302.83%-290.9pp |
| Employer contribution / active EE | $1,059 | $5,706-81.4% | $5,011-78.9% | $4,761-77.8% |
| Participant deferral / active EE | $4,953 | $5,954-16.8% | $5,202-4.8% | $5,982-17.2% |
| Admin fee / account holder | $11,174 | $17,074-34.6% | $13,984-20.1% | $11,246-0.6% |