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 | $164,801 | $165,335-0.3% | $149,696+10.1% | $158,922+3.7% |
| Participation rate | 93.3% | 84.6%+8.8pp | 82.5%+10.9pp | 82.0%+11.4pp |
| Annual return | 14.84% | 348.15%-333.3pp | 276.60%-261.8pp | 302.83%-288.0pp |
| Employer contribution / active EE | $817 | $5,103-84.0% | $4,644-82.4% | $4,761-82.8% |
| Participant deferral / active EE | $12,611 | $7,181+75.6% | $6,842+84.3% | $5,982+110.8% |
| Admin fee / account holder | $2,584 | $10,807-76.1% | $9,309-72.2% | $11,246-77.0% |