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 | $157,448 | $137,414+14.6% | $189,513-16.9% | $85,850+83.4% |
| Participation rate | 91.4% | 84.6%+6.8pp | 87.8%+3.6pp | 69.3%+22.1pp |
| Annual return | 19.81% | 38.14%-18.3pp | 555.15%-535.3pp | 318.53%-298.7pp |
| Employer contribution / active EE | $978 | $4,344-77.5% | $6,162-84.1% | $2,565-61.9% |
| Participant deferral / active EE | $5,947 | $6,260-5.0% | $8,221-27.7% | $3,952+50.5% |
| Admin fee / account holder | $2,442 | $8,630-71.7% | $12,045-79.7% | $6,260-61.0% |