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 | $176,705 | $198,466-11.0% | $170,442+3.7% | $147,584+19.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 10.04% | 257.29%-247.3pp | 205.93%-195.9pp | 578.55%-568.5pp |
| Employer contribution / active EE | $1,049 | $6,184-83.0% | $5,433-80.7% | $4,876-78.5% |
| Participant deferral / active EE | $10,234 | $5,629+81.8% | $4,939+107.2% | $5,439+88.2% |
| Admin fee / account holder | $2,234 | $16,852-86.7% | $13,880-83.9% | $10,885-79.5% |