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 | $108,993 | $89,652+21.6% | $141,162-22.8% | $65,185+67.2% |
| Participation rate | 74.8% | 74.7%+0.1pp | 82.5%-7.7pp | 70.2%+4.6pp |
| Annual return | 112.25% | 32.79%+79.5pp | 71.39%+40.9pp | 29.38%+82.9pp |
| Employer contribution / active EE | $684 | $3,065-77.7% | $4,735-85.5% | $2,177-68.6% |
| Participant deferral / active EE | $7,979 | $5,691+40.2% | $6,709+18.9% | $3,514+127.1% |
| Admin fee / account holder | $1,811 | $569+218.5% | $10,261-82.4% | $847+113.8% |