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 | $217,446 | $210,648+3.2% | $177,989+22.2% | $145,922+49.0% |
| Participation rate | 90.9% | 80.8%+10.2pp | 77.1%+13.8pp | 80.3%+10.6pp |
| Annual return | 19.88% | 385.86%-366.0pp | 294.48%-274.6pp | 561.29%-541.4pp |
| Employer contribution / active EE | $605 | $4,565-86.7% | $3,949-84.7% | $4,660-87.0% |
| Participant deferral / active EE | $6,770 | $6,958-2.7% | $6,276+7.9% | $6,688+1.2% |
| Admin fee / account holder | $562 | $12,013-95.3% | $10,363-94.6% | $13,397-95.8% |