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 | $188,689 | $209,832-10.1% | $189,513-0.4% | $167,490+12.7% |
| Participation rate | 86.7% | 88.7%-2.0pp | 87.8%-1.1pp | 82.1%+4.6pp |
| Annual return | 44.38% | 748.27%-703.9pp | 555.15%-510.8pp | 478.56%-434.2pp |
| Employer contribution / active EE | $1,397 | $6,914-79.8% | $6,162-77.3% | $4,837-71.1% |
| Participant deferral / active EE | $4,764 | $8,935-46.7% | $8,221-42.0% | $6,341-24.9% |
| Admin fee / account holder | $10,259 | $14,293-28.2% | $12,045-14.8% | $12,309-16.7% |