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 | $186,435 | $209,411-11.0% | $178,490+4.5% | $158,922+17.3% |
| Participation rate | 86.7% | 86.3%+0.3pp | 81.9%+4.7pp | 82.0%+4.7pp |
| Annual return | 15.17% | 188.75%-173.6pp | 151.07%-135.9pp | 302.83%-287.7pp |
| Employer contribution / active EE | $655 | $5,706-88.5% | $5,011-86.9% | $4,761-86.2% |
| Participant deferral / active EE | $6,445 | $5,954+8.2% | $5,202+23.9% | $5,982+7.7% |
| Admin fee / account holder | $1,182 | $17,074-93.1% | $13,984-91.5% | $11,246-89.5% |