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 | $108,575 | $217,402-50.1% | $185,823-41.6% | $167,490-35.2% |
| Participation rate | 94.1% | 86.0%+8.1pp | 81.7%+12.4pp | 82.1%+12.0pp |
| Annual return | 10.76% | 148.36%-137.6pp | 122.05%-111.3pp | 478.56%-467.8pp |
| Employer contribution / active EE | $1,166 | $5,873-80.1% | $5,167-77.4% | $4,837-75.9% |
| Participant deferral / active EE | $4,418 | $6,356-30.5% | $5,568-20.6% | $6,341-30.3% |
| Admin fee / account holder | $27,872 | $19,811+40.7% | $16,237+71.7% | $12,309+126.4% |