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 | $150,197 | $118,680+26.6% | $98,907+51.9% | $158,922-5.5% |
| Participation rate | 84.6% | 77.8%+6.8pp | 76.0%+8.6pp | 82.0%+2.7pp |
| Annual return | 15.90% | 372.35%-356.5pp | 196.43%-180.5pp | 302.83%-286.9pp |
| Employer contribution / active EE | $0 | $3,333-100.0% | $2,689-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $6,834 | $5,088+34.3% | $4,244+61.0% | $5,982+14.2% |
| Admin fee / account holder | $6,265 | $10,131-38.2% | $6,642-5.7% | $11,246-44.3% |