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 | $130,003 | $201,272-35.4% | $184,203-29.4% | $145,922-10.9% |
| Participation rate | 78.3% | 87.5%-9.2pp | 86.8%-8.6pp | 80.3%-2.0pp |
| Annual return | 16.48% | 29.00%-12.5pp | 28.81%-12.3pp | 561.29%-544.8pp |
| Employer contribution / active EE | $1,294 | $7,022-81.6% | $6,427-79.9% | $4,660-72.2% |
| Participant deferral / active EE | $4,014 | $9,806-59.1% | $9,131-56.0% | $6,688-40.0% |
| Admin fee / account holder | $12,595 | $16,364-23.0% | $13,901-9.4% | $13,397-6.0% |