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 | $207,244 | $91,552+126.4% | $133,956+54.7% | $79,858+159.5% |
| Participation rate | 76.0% | 73.3%+2.7pp | 79.8%-3.8pp | 69.6%+6.4pp |
| Annual return | 10.21% | 61.85%-51.6pp | 45.09%-34.9pp | 31.71%-21.5pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $7,188 | $3,733+92.5% | $5,048+42.4% | $3,740+92.2% |
| Admin fee / account holder | $11,498 | $6,321+81.9% | $8,927+28.8% | $5,306+116.7% |