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 | $44,590 | $217,402-79.5% | $185,823-76.0% | $167,490-73.4% |
| Participation rate | 90.5% | 86.0%+4.4pp | 81.7%+8.8pp | 82.1%+8.4pp |
| Annual return | 10.93% | 148.36%-137.4pp | 122.05%-111.1pp | 478.56%-467.6pp |
| Employer contribution / active EE | $854 | $5,873-85.5% | $5,167-83.5% | $4,837-82.3% |
| Participant deferral / active EE | $5,753 | $6,356-9.5% | $5,568+3.3% | $6,341-9.3% |
| Admin fee / account holder | $9,022 | $19,811-54.5% | $16,237-44.4% | $12,309-26.7% |