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 3-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 | $56,727 | $189,613-70.1% | $167,512-66.1% | $142,382-60.2% |
| Participation rate | 83.3% | 80.1%+3.2pp | 77.1%+6.3pp | 80.1%+3.2pp |
| Annual return | 13.90% | 2024.68%-2010.8pp | 1615.79%-1601.9pp | 217.08%-203.2pp |
| Employer contribution / active EE | $108 | $4,349-97.5% | $3,882-97.2% | $4,299-97.5% |
| Participant deferral / active EE | $1,256 | $6,981-82.0% | $6,405-80.4% | $6,507-80.7% |
| Admin fee / account holder | $532 | $10,528-94.9% | $9,769-94.6% | $12,624-95.8% |