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 | $224,768 | $159,934+40.5% | $147,005+52.9% | $145,959+54.0% |
| Participation rate | 73.7% | 84.0%-10.3pp | 82.2%-8.5pp | 80.3%-6.6pp |
| Annual return | 14.81% | 98.24%-83.4pp | 418.76%-404.0pp | 561.95%-547.1pp |
| Employer contribution / active EE | $947 | $5,287-82.1% | $4,934-80.8% | $4,661-79.7% |
| Participant deferral / active EE | $11,442 | $8,427+35.8% | $8,070+41.8% | $6,689+71.1% |
| Admin fee / account holder | $89,793 | $15,053+496.5% | $13,006+590.4% | $13,398+570.2% |