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 | $182,537 | $209,411-12.8% | $178,490+2.3% | $158,922+14.9% |
| Participation rate | 76.9% | 86.3%-9.4pp | 81.9%-5.0pp | 82.0%-5.0pp |
| Annual return | 10.96% | 188.75%-177.8pp | 151.07%-140.1pp | 302.83%-291.9pp |
| Employer contribution / active EE | $1,131 | $5,706-80.2% | $5,011-77.4% | $4,761-76.2% |
| Participant deferral / active EE | $2,003 | $5,954-66.4% | $5,202-61.5% | $5,982-66.5% |
| Admin fee / account holder | $4,640 | $17,074-72.8% | $13,984-66.8% | $11,246-58.7% |