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 | $133,824 | $157,256-14.9% | $141,162-5.2% | $152,861-12.5% |
| Participation rate | 88.2% | 84.8%+3.4pp | 82.5%+5.8pp | 82.4%+5.8pp |
| Annual return | 18.76% | 64.32%-45.6pp | 71.39%-52.6pp | 345.32%-326.6pp |
| Employer contribution / active EE | $775 | $5,261-85.3% | $4,735-83.6% | $4,762-83.7% |
| Participant deferral / active EE | $4,720 | $7,109-33.6% | $6,709-29.6% | $5,850-19.3% |
| Admin fee / account holder | $1,402 | $12,120-88.4% | $10,261-86.3% | $11,596-87.9% |