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 | $188,673 | $171,865+9.8% | $149,718+26.0% | $147,584+27.8% |
| Participation rate | 94.1% | 88.2%+5.9pp | 87.1%+7.0pp | 82.8%+11.3pp |
| Annual return | 17.03% | 2113.22%-2096.2pp | 1501.63%-1484.6pp | 578.55%-561.5pp |
| Employer contribution / active EE | $1,073 | $6,275-82.9% | $5,445-80.3% | $4,876-78.0% |
| Participant deferral / active EE | $7,098 | $7,271-2.4% | $6,569+8.1% | $5,439+30.5% |
| Admin fee / account holder | $4,580 | $13,799-66.8% | $11,283-59.4% | $10,885-57.9% |