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 | $124,822 | $105,998+17.8% | $92,233+35.3% | $147,584-15.4% |
| Participation rate | 94.7% | 80.4%+14.3pp | 76.5%+18.3pp | 82.8%+11.9pp |
| Annual return | 16.59% | 50.05%-33.5pp | 176.28%-159.7pp | 578.55%-562.0pp |
| Employer contribution / active EE | $371 | $4,333-91.4% | $3,679-89.9% | $4,876-92.4% |
| Participant deferral / active EE | $4,617 | $4,478+3.1% | $3,897+18.5% | $5,439-15.1% |
| Admin fee / account holder | $2,233 | $6,332-64.7% | $5,194-57.0% | $10,885-79.5% |