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 | $155,161 | $144,119+7.7% | $117,854+31.7% | $147,584+5.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 14.21% | 531.15%-516.9pp | 335.08%-320.9pp | 578.55%-564.3pp |
| Employer contribution / active EE | $830 | $4,896-83.0% | $3,786-78.1% | $4,876-83.0% |
| Participant deferral / active EE | $4,452 | $5,316-16.3% | $4,482-0.7% | $5,439-18.1% |
| Admin fee / account holder | $2,271 | $10,886-79.1% | $8,020-71.7% | $10,885-79.1% |