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 | $234,717 | $171,865+36.6% | $149,718+56.8% | $147,584+59.0% |
| Participation rate | 95.2% | 88.2%+7.0pp | 87.1%+8.2pp | 82.8%+12.4pp |
| Annual return | 19.81% | 2113.22%-2093.4pp | 1501.63%-1481.8pp | 578.55%-558.7pp |
| Employer contribution / active EE | $1,010 | $6,275-83.9% | $5,445-81.4% | $4,876-79.3% |
| Participant deferral / active EE | $11,640 | $7,271+60.1% | $6,569+77.2% | $5,439+114.0% |
| Admin fee / account holder | $51,507 | $13,799+273.2% | $11,283+356.5% | $10,885+373.2% |