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 | $185,453 | $157,256+17.9% | $141,162+31.4% | $152,861+21.3% |
| Participation rate | 73.3% | 84.8%-11.5pp | 82.5%-9.1pp | 82.4%-9.1pp |
| Annual return | 27.49% | 64.32%-36.8pp | 71.39%-43.9pp | 345.32%-317.8pp |
| Employer contribution / active EE | $503 | $5,261-90.4% | $4,735-89.4% | $4,762-89.4% |
| Participant deferral / active EE | $4,754 | $7,109-33.1% | $6,709-29.1% | $5,850-18.7% |
| Admin fee / account holder | $1,341 | $12,120-88.9% | $10,261-86.9% | $11,596-88.4% |