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 | $235,340 | $117,841+99.7% | $102,423+129.8% | $145,922+61.3% |
| Participation rate | 77.8% | 78.6%-0.8pp | 76.5%+1.3pp | 80.3%-2.5pp |
| Annual return | 9.52% | 31.65%-22.1pp | 29.32%-19.8pp | 561.29%-551.8pp |
| Employer contribution / active EE | $770 | $3,615-78.7% | $3,023-74.5% | $4,660-83.5% |
| Participant deferral / active EE | $6,470 | $5,731+12.9% | $5,053+28.0% | $6,688-3.3% |
| Admin fee / account holder | $50,306 | $13,326+277.5% | $9,451+432.3% | $13,397+275.5% |