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 | $171,807 | $202,432-15.1% | $169,368+1.4% | $139,434+23.2% |
| Participation rate | 91.7% | 81.1%+10.6pp | 77.1%+14.5pp | 80.3%+11.3pp |
| Annual return | 17.43% | 531.74%-514.3pp | 405.60%-388.2pp | 372.94%-355.5pp |
| Employer contribution / active EE | $477 | $4,692-89.8% | $4,013-88.1% | $4,751-90.0% |
| Participant deferral / active EE | $3,920 | $6,938-43.5% | $6,221-37.0% | $6,710-41.6% |
| Admin fee / account holder | $2,050 | $10,708-80.9% | $9,003-77.2% | $11,403-82.0% |