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 | $142,143 | $144,119-1.4% | $117,854+20.6% | $147,584-3.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 19.66% | 531.15%-511.5pp | 335.08%-315.4pp | 578.55%-558.9pp |
| Employer contribution / active EE | $401 | $4,896-91.8% | $3,786-89.4% | $4,876-91.8% |
| Participant deferral / active EE | $2,906 | $5,316-45.3% | $4,482-35.2% | $5,439-46.6% |
| Admin fee / account holder | $1,821 | $10,886-83.3% | $8,020-77.3% | $10,885-83.3% |