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 | $138,005 | $197,591-30.2% | $177,821-22.4% | $158,922-13.2% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.7%-2.0pp | 82.0%+3.8pp |
| Annual return | 16.22% | 58.76%-42.5pp | 48.32%-32.1pp | 302.83%-286.6pp |
| Employer contribution / active EE | $1,033 | $6,697-84.6% | $5,918-82.6% | $4,761-78.3% |
| Participant deferral / active EE | $10,843 | $8,405+29.0% | $7,714+40.6% | $5,982+81.2% |
| Admin fee / account holder | $335 | $15,399-97.8% | $12,427-97.3% | $11,246-97.0% |