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 | $161,345 | $209,411-23.0% | $178,490-9.6% | $158,922+1.5% |
| Participation rate | 87.5% | 86.3%+1.2pp | 81.9%+5.6pp | 82.0%+5.5pp |
| Annual return | 25.83% | 188.75%-162.9pp | 151.07%-125.2pp | 302.83%-277.0pp |
| Employer contribution / active EE | $1,123 | $5,706-80.3% | $5,011-77.6% | $4,761-76.4% |
| Participant deferral / active EE | $7,017 | $5,954+17.8% | $5,202+34.9% | $5,982+17.3% |
| Admin fee / account holder | $714 | $17,074-95.8% | $13,984-94.9% | $11,246-93.7% |