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 | $132,135 | $198,466-33.4% | $170,442-22.5% | $147,584-10.5% |
| Participation rate | 77.8% | 88.0%-10.2pp | 83.6%-5.8pp | 82.8%-5.1pp |
| Annual return | 16.02% | 257.29%-241.3pp | 205.93%-189.9pp | 578.55%-562.5pp |
| Employer contribution / active EE | $687 | $6,184-88.9% | $5,433-87.4% | $4,876-85.9% |
| Participant deferral / active EE | $7,976 | $5,629+41.7% | $4,939+61.5% | $5,439+46.6% |
| Admin fee / account holder | $3,313 | $16,852-80.3% | $13,880-76.1% | $10,885-69.6% |