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 | $145,725 | $180,449-19.2% | $154,107-5.4% | $135,375+7.6% |
| Participation rate | 92.3% | 87.4%+4.9pp | 83.0%+9.3pp | 82.6%+9.7pp |
| Annual return | 4.06% | 888.09%-884.0pp | 735.12%-731.1pp | 519.73%-515.7pp |
| Employer contribution / active EE | $462 | $6,035-92.4% | $5,298-91.3% | $4,779-90.3% |
| Participant deferral / active EE | $6,293 | $5,806+8.4% | $5,081+23.9% | $5,609+12.2% |
| Admin fee / account holder | $2,199 | $16,143-86.4% | $13,411-83.6% | $10,827-79.7% |