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 | $168,846 | $144,119+17.2% | $117,854+43.3% | $147,584+14.4% |
| Participation rate | 70.0% | 83.4%-13.4pp | 79.7%-9.7pp | 82.8%-12.8pp |
| Annual return | 15.52% | 531.15%-515.6pp | 335.08%-319.6pp | 578.55%-563.0pp |
| Employer contribution / active EE | $741 | $4,896-84.9% | $3,786-80.4% | $4,876-84.8% |
| Participant deferral / active EE | $4,778 | $5,316-10.1% | $4,482+6.6% | $5,439-12.2% |
| Admin fee / account holder | $3,341 | $10,886-69.3% | $8,020-58.3% | $10,885-69.3% |