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 | $137,322 | $100,041+37.3% | $149,718-8.3% | $70,131+95.8% |
| Participation rate | 83.3% | 83.6%-0.3pp | 87.1%-3.7pp | 69.5%+13.8pp |
| Annual return | 17.42% | 27.43%-10.0pp | 1501.63%-1484.2pp | 73.14%-55.7pp |
| Employer contribution / active EE | $728 | $3,662-80.1% | $5,445-86.6% | $2,342-68.9% |
| Participant deferral / active EE | $5,380 | $4,983+8.0% | $6,569-18.1% | $3,332+61.5% |
| Admin fee / account holder | $8,641 | $8,286+4.3% | $11,283-23.4% | $4,645+86.0% |