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 | $137,555 | $209,411-34.3% | $178,490-22.9% | $158,922-13.4% |
| Participation rate | 94.7% | 86.3%+8.4pp | 81.9%+12.8pp | 82.0%+12.8pp |
| Annual return | 10.47% | 188.75%-178.3pp | 151.07%-140.6pp | 302.83%-292.4pp |
| Employer contribution / active EE | $646 | $5,706-88.7% | $5,011-87.1% | $4,761-86.4% |
| Participant deferral / active EE | $5,155 | $5,954-13.4% | $5,202-0.9% | $5,982-13.8% |
| Admin fee / account holder | $5,380 | $17,074-68.5% | $13,984-61.5% | $11,246-52.2% |