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 | $209,056 | $201,272+3.9% | $184,203+13.5% | $145,922+43.3% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 13.35% | 29.00%-15.7pp | 28.81%-15.5pp | 561.29%-547.9pp |
| Employer contribution / active EE | $737 | $7,022-89.5% | $6,427-88.5% | $4,660-84.2% |
| Participant deferral / active EE | $13,153 | $9,806+34.1% | $9,131+44.0% | $6,688+96.7% |
| Admin fee / account holder | $47,075 | $16,364+187.7% | $13,901+238.6% | $13,397+251.4% |