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 | $163,652 | $176,056-7.0% | $159,436+2.6% | $167,490-2.3% |
| Participation rate | 95.2% | 84.9%+10.3pp | 82.8%+12.4pp | 82.1%+13.1pp |
| Annual return | 14.50% | 331.75%-317.3pp | 263.57%-249.1pp | 478.56%-464.1pp |
| Employer contribution / active EE | -$9 | $5,297-100.2% | $4,829-100.2% | $4,837-100.2% |
| Participant deferral / active EE | $6,325 | $7,750-18.4% | $7,352-14.0% | $6,341-0.2% |
| Admin fee / account holder | $1,369 | $12,554-89.1% | $10,799-87.3% | $12,309-88.9% |