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 | $190,469 | $197,591-3.6% | $177,821+7.1% | $158,922+19.9% |
| Participation rate | 95.8% | 88.5%+7.3pp | 87.7%+8.1pp | 82.0%+13.9pp |
| Annual return | 18.50% | 58.76%-40.3pp | 48.32%-29.8pp | 302.83%-284.3pp |
| Employer contribution / active EE | $1,080 | $6,697-83.9% | $5,918-81.7% | $4,761-77.3% |
| Participant deferral / active EE | $9,195 | $8,405+9.4% | $7,714+19.2% | $5,982+53.7% |
| Admin fee / account holder | $24,842 | $15,399+61.3% | $12,427+99.9% | $11,246+120.9% |