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 | $178,370 | $118,680+50.3% | $98,907+80.3% | $158,922+12.2% |
| Participation rate | 84.2% | 77.8%+6.4pp | 76.0%+8.2pp | 82.0%+2.3pp |
| Annual return | 19.92% | 372.35%-352.4pp | 196.43%-176.5pp | 302.83%-282.9pp |
| Employer contribution / active EE | $0 | $3,333-100.0% | $2,689-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $4,425 | $5,088-13.0% | $4,244+4.3% | $5,982-26.0% |
| Admin fee / account holder | $8,535 | $10,131-15.8% | $6,642+28.5% | $11,246-24.1% |