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 | $150,307 | $183,963-18.3% | $162,163-7.3% | $152,861-1.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 22.49% | 150.76%-128.3pp | 115.59%-93.1pp | 345.32%-322.8pp |
| Employer contribution / active EE | $1,174 | $6,371-81.6% | $5,614-79.1% | $4,762-75.4% |
| Participant deferral / active EE | $3,384 | $8,034-57.9% | $7,298-53.6% | $5,850-42.2% |
| Admin fee / account holder | $5,807 | $13,121-55.7% | $10,843-46.4% | $11,596-49.9% |