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 | $182,212 | $176,056+3.5% | $159,436+14.3% | $167,490+8.8% |
| Participation rate | 93.3% | 84.9%+8.4pp | 82.8%+10.5pp | 82.1%+11.2pp |
| Annual return | 15.04% | 331.75%-316.7pp | 263.57%-248.5pp | 478.56%-463.5pp |
| Employer contribution / active EE | $529 | $5,297-90.0% | $4,829-89.0% | $4,837-89.1% |
| Participant deferral / active EE | $9,030 | $7,750+16.5% | $7,352+22.8% | $6,341+42.4% |
| Admin fee / account holder | $35,473 | $12,554+182.6% | $10,799+228.5% | $12,309+188.2% |