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 | $135,046 | $209,832-35.6% | $189,513-28.7% | $167,490-19.4% |
| Participation rate | 90.0% | 88.7%+1.3pp | 87.8%+2.2pp | 82.1%+7.9pp |
| Annual return | 10.18% | 748.27%-738.1pp | 555.15%-545.0pp | 478.56%-468.4pp |
| Employer contribution / active EE | $1,463 | $6,914-78.8% | $6,162-76.3% | $4,837-69.8% |
| Participant deferral / active EE | $4,898 | $8,935-45.2% | $8,221-40.4% | $6,341-22.8% |
| Admin fee / account holder | $59,910 | $14,293+319.1% | $12,045+397.4% | $12,309+386.7% |