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 | $90,197 | $189,613-52.4% | $167,512-46.2% | $142,382-36.7% |
| Participation rate | 87.5% | 80.1%+7.4pp | 77.1%+10.4pp | 80.1%+7.4pp |
| Annual return | 10.55% | 2024.68%-2014.1pp | 1615.79%-1605.2pp | 217.08%-206.5pp |
| Employer contribution / active EE | $187 | $4,349-95.7% | $3,882-95.2% | $4,299-95.6% |
| Participant deferral / active EE | $3,161 | $6,981-54.7% | $6,405-50.6% | $6,507-51.4% |
| Admin fee / account holder | $53,078 | $10,528+404.2% | $9,769+443.3% | $12,624+320.5% |