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 5-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 | $183,563 | $159,602+15.0% | $150,045+22.3% | $142,382+28.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 128.44% | 70.24%+58.2pp | 62.55%+65.9pp | 217.08%-88.6pp |
| Employer contribution / active EE | $185 | $4,961-96.3% | $4,693-96.1% | $4,299-95.7% |
| Participant deferral / active EE | $5,250 | $8,310-36.8% | $7,997-34.4% | $6,507-19.3% |
| Admin fee / account holder | $740 | $14,846-95.0% | $13,435-94.5% | $12,624-94.1% |