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 | $224,801 | $198,466+13.3% | $170,442+31.9% | $147,584+52.3% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 21.09% | 257.29%-236.2pp | 205.93%-184.8pp | 578.55%-557.5pp |
| Employer contribution / active EE | $690 | $6,184-88.8% | $5,433-87.3% | $4,876-85.9% |
| Participant deferral / active EE | $4,625 | $5,629-17.8% | $4,939-6.4% | $5,439-15.0% |
| Admin fee / account holder | $8,193 | $16,852-51.4% | $13,880-41.0% | $10,885-24.7% |