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 | $167,714 | $197,591-15.1% | $177,821-5.7% | $158,922+5.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 21.93% | 58.76%-36.8pp | 48.32%-26.4pp | 302.83%-280.9pp |
| Employer contribution / active EE | $1,242 | $6,697-81.5% | $5,918-79.0% | $4,761-73.9% |
| Participant deferral / active EE | $7,457 | $8,405-11.3% | $7,714-3.3% | $5,982+24.7% |
| Admin fee / account holder | $1,311 | $15,399-91.5% | $12,427-89.4% | $11,246-88.3% |