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 | $198,158 | $183,519+8.0% | $155,509+27.4% | $145,922+35.8% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 33.62% | 61.17%-27.5pp | 64.67%-31.0pp | 561.29%-527.7pp |
| Employer contribution / active EE | $857 | $5,313-83.9% | $4,672-81.7% | $4,660-81.6% |
| Participant deferral / active EE | $3,875 | $6,462-40.0% | $5,626-31.1% | $6,688-42.1% |
| Admin fee / account holder | $8,779 | $19,313-54.5% | $15,912-44.8% | $13,397-34.5% |