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 | $172,586 | $197,591-12.7% | $177,821-2.9% | $158,922+8.6% |
| Participation rate | 85.0% | 88.5%-3.5pp | 87.7%-2.7pp | 82.0%+3.0pp |
| Annual return | 14.59% | 58.76%-44.2pp | 48.32%-33.7pp | 302.83%-288.2pp |
| Employer contribution / active EE | $0 | $6,697-100.0% | $5,918-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $9,740 | $8,405+15.9% | $7,714+26.3% | $5,982+62.8% |
| Admin fee / account holder | $19,099 | $15,399+24.0% | $12,427+53.7% | $11,246+69.8% |