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 | $210,806 | $176,056+19.7% | $159,436+32.2% | $167,490+25.9% |
| Participation rate | 78.3% | 84.9%-6.7pp | 82.8%-4.6pp | 82.1%-3.8pp |
| Annual return | 14.72% | 331.75%-317.0pp | 263.57%-248.9pp | 478.56%-463.8pp |
| Employer contribution / active EE | $0 | $5,297-100.0% | $4,829-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $5,431 | $7,750-29.9% | $7,352-26.1% | $6,341-14.4% |
| Admin fee / account holder | $3,938 | $12,554-68.6% | $10,799-63.5% | $12,309-68.0% |