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 | $184,908 | $150,440+22.9% | $136,294+35.7% | $147,584+25.3% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 15.45% | 1049.08%-1033.6pp | 5155.94%-5140.5pp | 578.55%-563.1pp |
| Employer contribution / active EE | $675 | $5,256-87.2% | $4,695-85.6% | $4,876-86.2% |
| Participant deferral / active EE | $6,020 | $6,630-9.2% | $6,247-3.6% | $5,439+10.7% |
| Admin fee / account holder | $3,331 | $10,905-69.5% | $9,243-64.0% | $10,885-69.4% |