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 | $173,201 | $180,449-4.0% | $154,107+12.4% | $135,375+27.9% |
| Participation rate | 80.0% | 87.4%-7.4pp | 83.0%-3.0pp | 82.6%-2.6pp |
| Annual return | 6.71% | 888.09%-881.4pp | 735.12%-728.4pp | 519.73%-513.0pp |
| Employer contribution / active EE | $807 | $6,035-86.6% | $5,298-84.8% | $4,779-83.1% |
| Participant deferral / active EE | $6,888 | $5,806+18.6% | $5,081+35.6% | $5,609+22.8% |
| Admin fee / account holder | $1,299 | $16,143-92.0% | $13,411-90.3% | $10,827-88.0% |