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 | $155,151 | $150,440+3.1% | $136,294+13.8% | $147,584+5.1% |
| Participation rate | 82.4% | 84.4%-2.1pp | 81.9%+0.4pp | 82.8%-0.5pp |
| Annual return | 14.73% | 1049.08%-1034.4pp | 5155.94%-5141.2pp | 578.55%-563.8pp |
| Employer contribution / active EE | $888 | $5,256-83.1% | $4,695-81.1% | $4,876-81.8% |
| Participant deferral / active EE | $5,661 | $6,630-14.6% | $6,247-9.4% | $5,439+4.1% |
| Admin fee / account holder | $1,095 | $10,905-90.0% | $9,243-88.2% | $10,885-89.9% |