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 | $247,582 | $154,117+60.6% | $129,995+90.5% | $139,434+77.6% |
| Participation rate | 87.0% | 82.0%+5.0pp | 78.5%+8.5pp | 80.3%+6.6pp |
| Annual return | 16.05% | 32.48%-16.4pp | -137.18%+153.2pp | 372.94%-356.9pp |
| Employer contribution / active EE | $645 | $5,289-87.8% | $4,320-85.1% | $4,751-86.4% |
| Participant deferral / active EE | $2,379 | $6,710-64.5% | $5,820-59.1% | $6,710-64.5% |
| Admin fee / account holder | $13,138 | $14,007-6.2% | $10,614+23.8% | $11,403+15.2% |