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 | $223,819 | $165,335+35.4% | $149,696+49.5% | $158,922+40.8% |
| Participation rate | 93.3% | 84.6%+8.8pp | 82.5%+10.9pp | 82.0%+11.4pp |
| Annual return | 14.53% | 348.15%-333.6pp | 276.60%-262.1pp | 302.83%-288.3pp |
| Employer contribution / active EE | $881 | $5,103-82.7% | $4,644-81.0% | $4,761-81.5% |
| Participant deferral / active EE | $6,019 | $7,181-16.2% | $6,842-12.0% | $5,982+0.6% |
| Admin fee / account holder | $2,221 | $10,807-79.4% | $9,309-76.1% | $11,246-80.3% |