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 | $148,258 | $171,865-13.7% | $149,718-1.0% | $147,584+0.5% |
| Participation rate | 80.0% | 88.2%-8.2pp | 87.1%-7.1pp | 82.8%-2.8pp |
| Annual return | 12.16% | 2113.22%-2101.1pp | 1501.63%-1489.5pp | 578.55%-566.4pp |
| Employer contribution / active EE | $1,156 | $6,275-81.6% | $5,445-78.8% | $4,876-76.3% |
| Participant deferral / active EE | $5,205 | $7,271-28.4% | $6,569-20.8% | $5,439-4.3% |
| Admin fee / account holder | $441 | $13,799-96.8% | $11,283-96.1% | $10,885-96.0% |