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 | $180,704 | $117,841+53.3% | $102,423+76.4% | $145,922+23.8% |
| Participation rate | 73.3% | 78.6%-5.3pp | 76.5%-3.2pp | 80.3%-6.9pp |
| Annual return | 19.80% | 31.65%-11.8pp | 29.32%-9.5pp | 561.29%-541.5pp |
| Employer contribution / active EE | $521 | $3,615-85.6% | $3,023-82.8% | $4,660-88.8% |
| Participant deferral / active EE | $3,830 | $5,731-33.2% | $5,053-24.2% | $6,688-42.7% |
| Admin fee / account holder | $5,311 | $13,326-60.1% | $9,451-43.8% | $13,397-60.4% |