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 7-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 | $218,470 | $165,335+32.1% | $149,696+45.9% | $158,922+37.5% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 53.04% | 348.15%-295.1pp | 276.60%-223.6pp | 302.83%-249.8pp |
| Employer contribution / active EE | $509 | $5,103-90.0% | $4,644-89.0% | $4,761-89.3% |
| Participant deferral / active EE | $6,239 | $7,181-13.1% | $6,842-8.8% | $5,982+4.3% |
| Admin fee / account holder | $5,166 | $10,807-52.2% | $9,309-44.5% | $11,246-54.1% |