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 | $243,082 | $175,202+38.7% | $149,673+62.4% | $139,434+74.3% |
| Participation rate | 94.4% | 83.4%+11.1pp | 78.8%+15.7pp | 80.3%+14.1pp |
| Annual return | 19.06% | 166.71%-147.7pp | 134.42%-115.4pp | 372.94%-353.9pp |
| Employer contribution / active EE | $506 | $5,474-90.8% | $4,818-89.5% | $4,751-89.3% |
| Participant deferral / active EE | $2,479 | $6,519-62.0% | $5,680-56.4% | $6,710-63.1% |
| Admin fee / account holder | $594 | $16,150-96.3% | $13,210-95.5% | $11,403-94.8% |