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 | $140,942 | $144,119-2.2% | $117,854+19.6% | $147,584-4.5% |
| Participation rate | 87.5% | 83.4%+4.1pp | 79.7%+7.8pp | 82.8%+4.7pp |
| Annual return | 19.69% | 531.15%-511.5pp | 335.08%-315.4pp | 578.55%-558.9pp |
| Employer contribution / active EE | $609 | $4,896-87.6% | $3,786-83.9% | $4,876-87.5% |
| Participant deferral / active EE | $10,500 | $5,316+97.5% | $4,482+134.3% | $5,439+93.1% |
| Admin fee / account holder | $888 | $10,886-91.8% | $8,020-88.9% | $10,885-91.8% |