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 | $197,901 | $144,119+37.3% | $117,854+67.9% | $147,584+34.1% |
| Participation rate | 80.0% | 83.4%-3.4pp | 79.7%+0.3pp | 82.8%-2.8pp |
| Annual return | 10.80% | 531.15%-520.3pp | 335.08%-324.3pp | 578.55%-567.7pp |
| Employer contribution / active EE | $290 | $4,896-94.1% | $3,786-92.3% | $4,876-94.1% |
| Participant deferral / active EE | $2,294 | $5,316-56.8% | $4,482-48.8% | $5,439-57.8% |
| Admin fee / account holder | $1,679 | $10,886-84.6% | $8,020-79.1% | $10,885-84.6% |