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 | $182,448 | $148,534+22.8% | $135,903+34.2% | $139,434+30.8% |
| Participation rate | 86.7% | 83.9%+2.8pp | 81.9%+4.8pp | 80.3%+6.3pp |
| Annual return | 20.23% | 79.19%-59.0pp | 68.23%-48.0pp | 372.94%-352.7pp |
| Employer contribution / active EE | $0 | $5,243-100.0% | $4,856-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $13,553 | $8,100+67.3% | $7,758+74.7% | $6,710+102.0% |
| Admin fee / account holder | $1,456 | $12,400-88.3% | $10,762-86.5% | $11,403-87.2% |