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 9-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 | $90,337 | $189,613-52.4% | $167,512-46.1% | $142,382-36.6% |
| Participation rate | 88.9% | 80.1%+8.8pp | 77.1%+11.8pp | 80.1%+8.8pp |
| Annual return | 18.21% | 2024.68%-2006.5pp | 1615.79%-1597.6pp | 217.08%-198.9pp |
| Employer contribution / active EE | $0 | $4,349-100.0% | $3,882-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $3,858 | $6,981-44.7% | $6,405-39.8% | $6,507-40.7% |
| Admin fee / account holder | $5,520 | $10,528-47.6% | $9,769-43.5% | $12,624-56.3% |