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 | $142,258 | $99,957+42.3% | $149,696-5.0% | $73,488+93.6% |
| Participation rate | 81.2% | 75.7%+5.5pp | 82.5%-1.3pp | 70.7%+10.5pp |
| Annual return | 21.13% | 53.87%-32.7pp | 276.60%-255.5pp | 28.51%-7.4pp |
| Employer contribution / active EE | $535 | $3,191-83.2% | $4,644-88.5% | $2,270-76.4% |
| Participant deferral / active EE | $10,296 | $6,073+69.6% | $6,842+50.5% | $3,740+175.3% |
| Admin fee / account holder | $1,527 | $551+177.4% | $9,309-83.6% | $513+197.7% |