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 | $167,708 | $159,901+4.9% | $146,958+14.1% | $145,922+14.9% |
| Participation rate | 84.6% | 84.0%+0.6pp | 82.2%+2.5pp | 80.3%+4.3pp |
| Annual return | 12.89% | 98.13%-85.2pp | 418.34%-405.4pp | 561.29%-548.4pp |
| Employer contribution / active EE | $914 | $5,286-82.7% | $4,933-81.5% | $4,660-80.4% |
| Participant deferral / active EE | $18,593 | $8,428+120.6% | $8,070+130.4% | $6,688+178.0% |
| Admin fee / account holder | $1,644 | $15,044-89.1% | $12,998-87.4% | $13,397-87.7% |