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 | $126,288 | $126,574-0.2% | $106,213+18.9% | $145,922-13.5% |
| Participation rate | 71.4% | 77.6%-6.2pp | 75.3%-3.9pp | 80.3%-8.8pp |
| Annual return | 11.09% | 224.79%-213.7pp | 116.14%-105.0pp | 561.29%-550.2pp |
| Employer contribution / active EE | $317 | $3,730-91.5% | $3,171-90.0% | $4,660-93.2% |
| Participant deferral / active EE | $6,342 | $5,724+10.8% | $5,016+26.4% | $6,688-5.2% |
| Admin fee / account holder | $1,300 | $17,304-92.5% | $11,033-88.2% | $13,397-90.3% |