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 | $220,582 | $176,056+25.3% | $159,436+38.4% | $167,490+31.7% |
| Participation rate | 87.5% | 84.9%+2.6pp | 82.8%+4.7pp | 82.1%+5.4pp |
| Annual return | 12.40% | 331.75%-319.3pp | 263.57%-251.2pp | 478.56%-466.2pp |
| Employer contribution / active EE | $857 | $5,297-83.8% | $4,829-82.3% | $4,837-82.3% |
| Participant deferral / active EE | $11,020 | $7,750+42.2% | $7,352+49.9% | $6,341+73.8% |
| Admin fee / account holder | $1,179 | $12,554-90.6% | $10,799-89.1% | $12,309-90.4% |