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 | $162,184 | $154,228+5.2% | $145,433+11.5% | $137,256+18.2% |
| Participation rate | 78.9% | 83.8%-4.8pp | 82.1%-3.2pp | 80.0%-1.0pp |
| Annual return | 17.11% | 74.59%-57.5pp | 66.58%-49.5pp | 220.34%-203.2pp |
| Employer contribution / active EE | $726 | $4,804-84.9% | $4,554-84.1% | $4,156-82.5% |
| Participant deferral / active EE | $7,716 | $8,216-6.1% | $7,897-2.3% | $6,407+20.4% |
| Admin fee / account holder | $6,734 | $14,344-53.1% | $13,129-48.7% | $12,270-45.1% |