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 | $94,342 | $117,841-19.9% | $102,423-7.9% | $145,922-35.3% |
| Participation rate | 84.6% | 78.6%+6.0pp | 76.5%+8.1pp | 80.3%+4.3pp |
| Annual return | 16.14% | 31.65%-15.5pp | 29.32%-13.2pp | 561.29%-545.1pp |
| Employer contribution / active EE | $774 | $3,615-78.6% | $3,023-74.4% | $4,660-83.4% |
| Participant deferral / active EE | $3,676 | $5,731-35.9% | $5,053-27.3% | $6,688-45.0% |
| Admin fee / account holder | $11,042 | $13,326-17.1% | $9,451+16.8% | $13,397-17.6% |