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 | $148,122 | $154,117-3.9% | $129,995+13.9% | $139,434+6.2% |
| Participation rate | 90.0% | 82.0%+8.0pp | 78.5%+11.5pp | 80.3%+9.7pp |
| Annual return | 17.54% | 32.48%-14.9pp | -137.18%+154.7pp | 372.94%-355.4pp |
| Employer contribution / active EE | $975 | $5,289-81.6% | $4,320-77.4% | $4,751-79.5% |
| Participant deferral / active EE | $6,307 | $6,710-6.0% | $5,820+8.4% | $6,710-6.0% |
| Admin fee / account holder | $24,317 | $14,007+73.6% | $10,614+129.1% | $11,403+113.3% |