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 | $131,401 | $157,256-16.4% | $141,162-6.9% | $152,861-14.0% |
| Participation rate | 90.9% | 84.8%+6.1pp | 82.5%+8.4pp | 82.4%+8.5pp |
| Annual return | 16.58% | 64.32%-47.7pp | 71.39%-54.8pp | 345.32%-328.7pp |
| Employer contribution / active EE | $724 | $5,261-86.2% | $4,735-84.7% | $4,762-84.8% |
| Participant deferral / active EE | $11,386 | $7,109+60.2% | $6,709+69.7% | $5,850+94.6% |
| Admin fee / account holder | $1,326 | $12,120-89.1% | $10,261-87.1% | $11,596-88.6% |