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 | $124,787 | $102,604+21.6% | $86,188+44.8% | $139,434-10.5% |
| Participation rate | 95.2% | 74.5%+20.7pp | 69.0%+26.3pp | 80.3%+14.9pp |
| Annual return | 21.27% | 1922.51%-1901.2pp | 1168.45%-1147.2pp | 372.94%-351.7pp |
| Employer contribution / active EE | $529 | $3,032-82.6% | $2,380-77.8% | $4,751-88.9% |
| Participant deferral / active EE | $10,224 | $4,676+118.7% | $3,985+156.5% | $6,710+52.4% |
| Admin fee / account holder | $19,459 | $8,657+124.8% | $6,852+184.0% | $11,403+70.7% |