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 | $206,655 | $198,466+4.1% | $170,442+21.2% | $147,584+40.0% |
| Participation rate | 95.8% | 88.0%+7.9pp | 83.6%+12.2pp | 82.8%+13.0pp |
| Annual return | 21.10% | 257.29%-236.2pp | 205.93%-184.8pp | 578.55%-557.5pp |
| Employer contribution / active EE | $275 | $6,184-95.6% | $5,433-94.9% | $4,876-94.4% |
| Participant deferral / active EE | $5,191 | $5,629-7.8% | $4,939+5.1% | $5,439-4.6% |
| Admin fee / account holder | $9,140 | $16,852-45.8% | $13,880-34.1% | $10,885-16.0% |