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 | $166,155 | $154,117+7.8% | $129,995+27.8% | $139,434+19.2% |
| Participation rate | 90.9% | 82.0%+9.0pp | 78.5%+12.4pp | 80.3%+10.6pp |
| Annual return | 12.36% | 32.48%-20.1pp | -137.18%+149.5pp | 372.94%-360.6pp |
| Employer contribution / active EE | $129 | $5,289-97.6% | $4,320-97.0% | $4,751-97.3% |
| Participant deferral / active EE | $4,508 | $6,710-32.8% | $5,820-22.5% | $6,710-32.8% |
| Admin fee / account holder | $1,304 | $14,007-90.7% | $10,614-87.7% | $11,403-88.6% |