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 8-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 | $149,523 | $209,832-28.7% | $189,513-21.1% | $167,490-10.7% |
| Participation rate | 85.7% | 88.7%-3.0pp | 87.8%-2.1pp | 82.1%+3.6pp |
| Annual return | 16.28% | 748.27%-732.0pp | 555.15%-538.9pp | 478.56%-462.3pp |
| Employer contribution / active EE | $1,018 | $6,914-85.3% | $6,162-83.5% | $4,837-79.0% |
| Participant deferral / active EE | $17,855 | $8,935+99.8% | $8,221+117.2% | $6,341+181.6% |
| Admin fee / account holder | $12,334 | $14,293-13.7% | $12,045+2.4% | $12,309+0.2% |