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 | $149,801 | $157,256-4.7% | $141,162+6.1% | $152,861-2.0% |
| Participation rate | 76.9% | 84.8%-7.9pp | 82.5%-5.5pp | 82.4%-5.5pp |
| Annual return | 27.87% | 64.32%-36.5pp | 71.39%-43.5pp | 345.32%-317.4pp |
| Employer contribution / active EE | $594 | $5,261-88.7% | $4,735-87.5% | $4,762-87.5% |
| Participant deferral / active EE | $5,241 | $7,109-26.3% | $6,709-21.9% | $5,850-10.4% |
| Admin fee / account holder | $9,141 | $12,120-24.6% | $10,261-10.9% | $11,596-21.2% |