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 | $128,789 | $171,865-25.1% | $149,718-14.0% | $147,584-12.7% |
| Participation rate | 91.7% | 88.2%+3.5pp | 87.1%+4.6pp | 82.8%+8.8pp |
| Annual return | 17.06% | 2113.22%-2096.2pp | 1501.63%-1484.6pp | 578.55%-561.5pp |
| Employer contribution / active EE | $942 | $6,275-85.0% | $5,445-82.7% | $4,876-80.7% |
| Participant deferral / active EE | $4,294 | $7,271-40.9% | $6,569-34.6% | $5,439-21.0% |
| Admin fee / account holder | $5,191 | $13,799-62.4% | $11,283-54.0% | $10,885-52.3% |