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 | $185,173 | $198,466-6.7% | $170,442+8.6% | $147,584+25.5% |
| Participation rate | 94.1% | 88.0%+6.2pp | 83.6%+10.5pp | 82.8%+11.3pp |
| Annual return | 13.89% | 257.29%-243.4pp | 205.93%-192.0pp | 578.55%-564.7pp |
| Employer contribution / active EE | $1,086 | $6,184-82.4% | $5,433-80.0% | $4,876-77.7% |
| Participant deferral / active EE | $7,169 | $5,629+27.4% | $4,939+45.1% | $5,439+31.8% |
| Admin fee / account holder | $61,641 | $16,852+265.8% | $13,880+344.1% | $10,885+466.3% |