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 | $110,471 | $157,256-29.8% | $141,162-21.7% | $152,861-27.7% |
| Participation rate | 77.8% | 84.8%-7.0pp | 82.5%-4.7pp | 82.4%-4.7pp |
| Annual return | 25.85% | 64.32%-38.5pp | 71.39%-45.5pp | 345.32%-319.5pp |
| Employer contribution / active EE | $891 | $5,261-83.1% | $4,735-81.2% | $4,762-81.3% |
| Participant deferral / active EE | $3,316 | $7,109-53.4% | $6,709-50.6% | $5,850-43.3% |
| Admin fee / account holder | $1,024 | $12,120-91.5% | $10,261-90.0% | $11,596-91.2% |