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 | $170,150 | $138,044+23.3% | $125,339+35.8% | $134,475+26.5% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -10.32% | 750.33%-760.6pp | 572.05%-582.4pp | 417.96%-428.3pp |
| Employer contribution / active EE | $165 | $5,243-96.9% | $4,814-96.6% | $4,740-96.5% |
| Participant deferral / active EE | $7,406 | $7,799-5.0% | $7,446-0.5% | $6,400+15.7% |
| Admin fee / account holder | $1,017 | $11,571-91.2% | $10,010-89.8% | $11,426-91.1% |