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 | $196,626 | $183,592+7.1% | $155,567+26.4% | $145,959+34.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.80% | 61.24%-51.4pp | 64.74%-54.9pp | 561.95%-552.2pp |
| Employer contribution / active EE | $439 | $5,315-91.7% | $4,674-90.6% | $4,661-90.6% |
| Participant deferral / active EE | $9,529 | $6,464+47.4% | $5,628+69.3% | $6,689+42.5% |
| Admin fee / account holder | $1,140 | $19,318-94.1% | $15,916-92.8% | $13,398-91.5% |