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 | $179,649 | $226,064-20.5% | $182,532-1.6% | $152,861+17.5% |
| Participation rate | 88.2% | 82.5%+5.8pp | 78.0%+10.3pp | 82.4%+5.8pp |
| Annual return | 25.84% | 192.51%-166.7pp | 148.54%-122.7pp | 345.32%-319.5pp |
| Employer contribution / active EE | $0 | $4,978-100.0% | $4,076-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,795 | $6,368-24.7% | $5,524-13.2% | $5,850-18.0% |
| Admin fee / account holder | $2,107 | $10,703-80.3% | $8,592-75.5% | $11,596-81.8% |